Insignia Financial20 jobs

Associate Adviser

JuniorMid levelFull-timeHybridSydney NSW, AustraliaPosted 1 week agoVerified 1 week ago
Pending fitX of Y criteria met

About the job

This job is about joining Shadforth Financial Group as an Associate Adviser, where you will work closely with experienced Private Wealth Advisers to deliver exceptional client service. The role is crucial in ensuring clients receive the best financial advice and support, contributing to their financial well-being. The team values collaboration, flexibility, and personal growth, creating an environment where everyone can thrive.

You'll be responsible for

📋

Ensuring completeness of advice files

Conducting necessary research, comparisons, and calculations before lodging a request for a Statement of Advice.
🤝

Providing high-quality proactive support

Offering exceptional support to clients, Private Wealth Advisers, and Shadforth Advice Teams.
📝

Attending client meetings

Participating in client meetings and taking detailed file notes, where appropriate.

Key criteria

📊

Financial services experience

Proven experience in financial services as a Client Relationship Manager or Associate.

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📜

FASEA qualification

Completed or actively pursuing FASEA qualification is advantageous.

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💻

XPLAN familiarity

Experience with XPLAN financial planning software is essential.

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5 criteria for this job
Financial services experience
Proven experience in financial services as a Client Relationship Manager or Associate.

View

FASEA qualification
Completed or actively pursuing FASEA qualification is advantageous.

View

XPLAN familiarity
Experience with XPLAN financial planning software is essential.

View

Problem-solving initiative
Demonstrated strong initiative and judgement in problem-solving situations.

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Understanding of financial concepts
Sound understanding of tax, superannuation, and investment strategies.

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