Associate Adviser

3 weeks ago

Melbourne, Australia IOOF Holdings Full time

**Date**:10-Apr-2023**Location**:Melbourne, VIC, AU, 3000**Employment Type**:Permanent Full Time- Join a dynamic team and culture that values its people
- Make a meaningful impact in this influential role
- Work alongside our professional and qualified Private Wealth Advisers

Shadforth Financial Group is one of Australia’s leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for close to 100 years, and today are the largest fiduciary certified firm. Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff.

At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people’s skills and offering careers, not just jobs.

**The Opportunity**

We are currently on the lookout for an experienced and professional Associate Adviser (AA) who is passionate about what they do, to join our team in Melbourne. As an AA, you will work closely with our Private Wealth Advisers (PWAs) to deliver the best outcome for our clients through detailed analysis and modelling, data collection, calculations, research and your ability to discuss client situations, objectives and strategy.

The AA role is responsible for supporting the preparation of accurate and comprehensive advice documents for varied complexity of client scenarios. This role also acts as the point of contact for our clients’ technical queries and provides exposure to attending client meetings with PWAs.

First and foremost, you are a seasoned professional, ideally with a minimum of 3+ years in a Paraplanning or AA position. Having completed or be working towards the completion of FASEA qualification would be advantageous. You’re hard working, resilient and committed to delivering positive outcomes for clients and colleagues.

Secondly, you have solid understanding of tax, superannuation, retirement income streams, investments and social security. Lastly, at Shadforth we pride ourselves on providing quality client service to our clients so having a focus on excellent client service and the ability to use initiative and judgement in problem solving situations will really help you hit the ground running in this actioned packed role.

**Life at Insignia Financial**

We’re one of Australia’s leading financial wellbeing organisations and we’re transforming the way every day Australians interact with financial advice and their super. We’re available to all and we look after every client like they’re our only client. This is clearly reflected in our Purpose: Understand me. Look after me. Secure my future.

Diversity and ensuring our people feel they belong is important to us, we take pride in putting our people, as well as our clients, first and value and celebrate diversity within our teams. We encourage our people to have an impact on the broader community we serve through volunteering leave.

**Benefits**
- Kudos - employee benefits and reward scheme
- Twelve week paid parental leave and childcare bonus
- Recruitment referral bonus
- Workplace giving - donate to charity using pre-tax dollars
- Professional memberships
- Salary packaging and novated leasing
- Access to discounted financial advice, mortgage brokers, will and estate planning and more
- Private health insurance providers
- Insignia Financial Day - an additional leave day
- Please be aware that Insignia Financial is currently undergoing an Organisational Design process, which may impact future organisational structure_.

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