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Senior Associate Adviser

2 months ago


Melbourne, Victoria, Australia IOOF Holdings Limited Full time
Unlock Your Potential as a Senior Associate Adviser

Are you a motivated and experienced professional looking to take your career to the next level? Do you have a passion for delivering exceptional client service and a strong understanding of financial planning principles?

We are seeking a Senior Associate Adviser to join our team at Shadforth, a leading Australian Wealth Management business. As a key member of our advice team, you will be responsible for managing the advice needs of our existing clients and supporting our growth journey through new clients.

Key Responsibilities:
  • Deliver high-quality financial planning advice to clients, ensuring their needs are met and their goals are achieved.
  • Develop and maintain strong relationships with clients, providing exceptional service and support.
  • Work collaboratively with our advice team to achieve business objectives and drive growth.
  • Mentor and train support staff, ensuring they have the skills and knowledge needed to succeed.
  • Stay up-to-date with industry developments and regulatory changes, ensuring our advice is always compliant and best-in-class.
What We Offer:
  • A dynamic and supportive work environment, with opportunities for professional growth and development.
  • A competitive salary and benefits package, including a bonus structure that rewards your performance.
  • The chance to work with a leading Australian Wealth Management business, with a strong reputation for excellence and integrity.
  • A comprehensive training program, designed to help you develop the skills and knowledge needed to succeed in your role.
  • The opportunity to make a real difference in the lives of our clients, helping them achieve their financial goals and aspirations.

If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications.