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. Your role will be crucial in managing client relationships and delivering exceptional financial advice, contributing to the overall success of the team. Shadforth values collaboration and personal growth, creating an environment where everyone can thrive and make a positive impact on clients' financial wellbeing.
You'll be responsible for
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Taking ownership and accountability for new and existing client business
Managing client relationships and ensuring the delivery of high-quality advice.💰
Providing high-quality personal wealth management advice
Ensuring clients are well-informed and their financial needs are met effectively.🤗
Supporting fellow SAAs during their absence
Contributing to team training, mentorship, and workload allocation to maintain service standards.Key criteria
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Experience in financial advisory
Proven experience as an Associate Adviser or Paraplanner.View
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Knowledge of financial planning software
Sound experience with XPLAN financial planning software.View
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Tertiary qualification in finance
Tertiary qualification in Financial Planning or Business required.View
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