Senior Associate Adviser
About the job
This job is about joining Shadforth Financial Group as a Senior Associate Adviser, where you will work alongside experienced Private Wealth Advisers in a supportive team environment. The role is crucial in delivering exceptional client service and maintaining high professional standards. Shadforth values personal development and offers opportunities for growth, ensuring that every team member can make a positive impact on clients' financial wellbeing.
You'll be responsible for
🤝
Managing client relationships
Taking ownership and accountability for new and existing client business, including preparation and delivery of advice.💰
Providing wealth management advice
Delivering high-quality personal wealth management advice, ensuring clients are well-informed and their needs are addressed promptly.👥
Supporting team development
Contributing to wider team training, mentorship, and workload allocation, while supporting fellow Senior Associate Advisers during their absence.Key criteria
📊
Experience in financial advisory
Proven experience in an Associate Adviser or Paraplanner role.View
💼
Knowledge of financial planning software
Sound experience with XPLAN financial planning software.View
📈
Understanding of financial concepts
Solid understanding of tax, superannuation, and investments.View
View more
