Senior Associate Adviser

1 week ago

Melbourne, Victoria, Australia Insignia Financial Full time
  • Join an ASX listed Wealth Management Organisation
  • Work with experienced Private Wealth Advisers and be part of a team and culture that values people
  • Excellent opportunity to add value in this influential role
  • Ballarat and Geelong locations (supporting hybrid/flexible working)

Shadforth is an award-winning Australian Wealth Management business, with a history dating back to 1924. Part of Insignia Financial, we are a strong and resilient business and despite the current climate, are investing in supporting our people. It is in this context that we are looking for a Senior Associate Adviser to join our team.

The opportunity to join our team

The Senior Associate Adviser (SAA) is an essential element of the Shadforth service delivery strategy. The SAA is responsible for managing the advice needs of our existing clients and supporting our growth journey through new clients.

The SAA is expected to set a standard for other staff in maintaining a high professional standard for all advice, client service and personal integrity. As a key member of staff, it is expected that the SAA will take a lead role in maintaining the values of Shadforth.

We currently have 2 SAA positions available where you will work as part of a Shadforth Advice Team. You will be mentored and developed in line with your goal progressing into a Private Wealth Adviser.

Key Responsibilities:

  • Take both responsibility and accountability for the associated work required to deliver new client business, including the preparation and delivery of advice as the case may require. This advice needs to be provided in a profitable manner and could be prepared by the SAA or with the support of other Advisers and staff
  • Ensure that clients are informed of their options and understand any recommendations that are made to them by providing high quality personal wealth management advice
  • Identify when a client needs additional advice and deliver this advice to clients on a timely basis
  • Deliver minimum Service Standards (as determined / amended by the business from time to time), ensuring work is completed in a timely manner and that client issues are addressed within an approved timeframe
  • Ensure backup support for other SAA's while they are away from the office (e.g. on leave)
  • Mentor and train support staff as a senior peer and responsible for allocating workload

What you will bring:

  • Proven experience in an Associate Adviser or Paraplanner role
  • Solid understanding of tax, superannuation, retirement income streams, investments, and social security
  • Sound experience in XPLAN financial planning software
  • Excellent interpersonal and communication skills
  • Ability to use initiative and judgement in problem solving solutions
  • Passion for mentoring and developing people
  • New business skills and existing client referral networks
  • Accountable for targets aligned with key business drivers
  • Real drive/passion to become a Private Wealth Adviser
  • Tertiary qualification in Financial Planning, Business
  • DFP qualified
  • FASEA Qualified or working towards this

Make your move. Make your mark.

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we'll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives

If this sounds like your kind of career, you sound like our kind of person. Here, you'll be making a positive impact in people's lives straightaway – and every day. The first point of contact for our clients whenever they need support.

Along the way, you'll be free to learn new skills, grow, and get great things done. Around here, we like to call it "putting our fingerprints on the future".

Showing up for every Australian

We're one of Australia's leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.

To Apply

Read more about why you should join our team

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and le

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