Insignia Financial
3 jobs

Associate Adviser

JuniorMid levelFull-timeHybridHobart TAS 7000, AustraliaPosted 3 days agoVerified 9 hours ago
Pending fitX of Y criteria met

About the job

This job is about joining Shadforth Financial Group as an Associate Adviser in Hobart, where you will work closely with experienced Private Wealth Advisers and Shadforth Advice Teams. The role is crucial in delivering optimal outcomes for clients, ensuring their financial well-being and future security. The team values collaboration, professionalism, and the development of its members, creating a supportive environment for growth.

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 proactive support

Deliver high-quality proactive support to clients, Private Wealth Advisers, and Shadforth Advice Teams.
📈

Conducting financial modelling

Engage in financial modelling and strategy assessment, attending 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 Adviser.

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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 Adviser.

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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