Insignia Financial11 jobs

Senior Associate Adviser

Mid levelSeniorFull-timeHybridHobart TAS 7000, AustraliaPosted 5 days agoVerified 2 days ago
Pending fitX of Y criteria met

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. Your role will be pivotal in managing client advisory needs and upholding high standards of professional advice and service. The team values personal growth and collaboration, ensuring that everyone contributes to creating financial wellbeing for every Australian.

You'll be responsible for

📋

Managing client advisory needs

Taking ownership and accountability for new and existing client business, including preparation and delivery of advice.
💰

Providing personal wealth management advice

Delivering high-quality personal wealth management advice, ensuring clients are well-informed.
🤝

Supporting team training and mentorship

Contributing to wider team training, mentorship, and workload allocation, especially during fellow SAAs' absence.

Key criteria

📊

Experience in financial advisory

Proven experience as an Associate Adviser or Paraplanner.

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💼

Understanding of financial concepts

Solid understanding of tax, superannuation, and investments.

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🖥️

XPLAN software proficiency

Experience with XPLAN financial planning software is essential.

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View more

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5 criteria for this job
Experience in financial advisory
Proven experience as an Associate Adviser or Paraplanner.

View

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

View

XPLAN software proficiency
Experience with XPLAN financial planning software is essential.

View

Exceptional communication skills
Demonstrated interpersonal skills for effective client engagement.

View

Passion for mentoring
Drive to develop peers and contribute to team growth.

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