Insignia Financial
3 jobs

Associate Adviser

JuniorMid levelFull-timeHybridPerth, WA, AustraliaPosted 4 days agoVerified 20 hours ago
Pending fitX of Y criteria met

About the job

Join a dynamic team at Shadforth Financial Group as an Associate Adviser, where you will collaborate with experienced Private Wealth Advisers and contribute to delivering exceptional client services. This job is all about fostering meaningful relationships and ensuring clients' financial well-being. With a supportive work environment that embraces hybrid and flexible arrangements, you will have the opportunity to grow your career in a leading financial advisory firm with a century-long legacy.

You'll be responsible for

📊

Ensuring completeness of advice files

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

Providing high-quality proactive support

Assist clients, Private Wealth Advisers, and Shadforth Advice Teams with their needs.
📝

Conducting financial modelling and strategy assessment

Attend client meetings and take detailed file notes, ensuring all information is accurately captured.

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 working towards 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 working towards FASEA qualification is advantageous.

View

XPLAN familiarity
Experience with XPLAN financial planning software is essential.

View

Problem-solving skills
Strong initiative and judgement in problem-solving situations.

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Understanding of financial concepts
Sound understanding of tax, superannuation, and investments.

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