Associate Adviser

2 days ago

Sydney, Australia Insignia Financial Ltd Full time

Associate Adviser

**Location**:SYDNEY, NSW, AU, 2000

**Employment Type**:Permanent Full Time
- Work with experienced Private Wealth Advisers and be part of a team that values people
- Commitment to providing exceptional client services
- Enjoy a supportive work environment with hybrid and flexible working arrangements available in Sydney
- Shadforth is one of Australia’s leading financial advisory firms, dedicated to fostering deep, meaningful relationships with clients to ensure their financial well-being and future security. With a legacy spanning 100 years, we are proud to be the largest fiduciary-certified firm in the country. Our award-winning brand operates 12 offices nationwide, supported by over 100 financial advisers and a team of 280 staff.
- At Shadforth, we are committed to upholding the highest standards of professionalism. We invest significantly in developing our people’s skills and offer not just jobs but rewarding careers.

**The opportunity to join our team**
- We are seeking an experienced Advice professional to join our Melbourne team as an Associate Adviser. In this role, you will work closely with Private Wealth Advisers (PWAs) and Shadforth Advice Teams (SATs) to deliver optimal outcomes for our clients. You’ll have the chance to collaborate, prepare accurate advice documents, and attend client meetings alongside PWAs.

**Key responsibilities**:

- Ensure the completeness of advice files by conducting necessary research, comparisons, and calculations before lodging a request for a Statement of Advice
- Provide high-quality proactive support to clients, PWAs, and SATs
- Comply with all Shadforth and Insignia policies, procedures and processes and service standards
- Assist team members with key tasks related to client service and advice preparation
- Conduct financial modelling and strategy assessment
- Attend client meetings and take detailed file notes, where appropriate

**What you will bring**:

- Proven Experience in financial services as a Client Relationship Manager or similar role
- Completed or working towards FASEA qualification (advantageous)
- Familiarity with XPLAN financial planning software
- Strong initiative and judgement in problem-solving situations
- Paraplanning experience would be (advantageous)
- Passionate about delivering positive outcomes for clients and colleagues, demonstrating hard work and resilience
- Sound understanding of tax, superannuation, retirement income streams, investments, and social security

**To Apply**
- 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._

  • Associate Financial Adviser

    2 weeks ago

    Sydney, New South Wales, Australia Cartwright Jones Pty Ltd Full time $110,000 - $130,000 per year

    Join a leading national private wealth firm as a Associate Financial Adviser with a reputation for long-term client relationships, high-calibre advice, and an inclusive team culture. With an average client portfolio of $5M+ FUM, this is an exceptional opportunity to take the next step in your advice career while working with sophisticated, high-net-worth...

  • Associate Adviser

    2 weeks ago

    Sydney, Australia Mercer Full time

    **Associate Adviser** **What can you expect?** - To support the Senior Strategic Financial Advisers by participating in various client activities including preparation for and attendance of meetings, research, phone contact, paraplanning and support. **What is in it for you?** At Mercer, we recognize that our most important asset is our people. We offer...

  • Associate Adviser

    2 weeks ago

    Sydney, Australia HAYS Full time

    **Your new company** This is an exciting new opportunity within a holistic boutique financial advice firm located in North Sydney. This organisation are dedicated to offering tailored financial solutions to their high net wealth clients. They are looking for an Associate Adviser to join their team and support the Senior Advisers. **Your new role** As the...

  • Associate Adviser

    1 week ago

    Sydney, New South Wales, Australia Perks Full time $60,000 - $80,000 per year

    Sophisticated high net-wealth client baseCareer progression pathway to AdviserFull-time, perm position in our modern CBD officeAbout PerksPerks is recognised as one of the largest, privately-owned mid-tier accounting and wealth advisory firms in Australia. The Perks Team works towards its vision of helping people and private businesses to grow and...

  • associate adviser

    4 weeks ago

    sydney, Australia Randstad Full time

    About the companyThis highly regarded and well-established financial advice firm in North West Sydney is renowned for its client-centric approach and loyal client base Their team excels at delivering tailored holistic financial advice to their clients. Due to recent growth, they are seeking an experienced Associate Adviser to play a key role in their...

  • Associate Adviser

    2 days ago

    Sydney, New South Wales, Australia PARTALE Full time $80,000 - $120,000 per year

    About UsWe're a progressive accounting, tax, and advisory practice that helps shape a better future for businesses and families. Our focus is on your interests and ambitions and removing complications that inhibit your success and well-being. A focus on advice excellence, continuous improvement and capitalising on useful technology keeps us moving ahead....

  • Associate Adviser

    2 days ago

    Sydney, New South Wales, Australia HK Partners Full time $80,000 - $120,000 per year

    About UsWe're a progressive accounting, tax, and advisory practice that helps shape a better future for businesses and families. What sets us apart is our deeply personal approach, our advisors build long-term relationships based on trust, respect, and a genuine understanding of each client's goals. We're forward-thinking and committed to delivering...

  • Associate - Adviser Support

    6 days ago

    Sydney, Australia Perpetual Limited Full time

    Join our growing Jacaranda team on a 12 month Fixed Term contract - Collaborate with our top performing Advice team - Hybrid work environment with WFH and true flexibility Join our Jacaranda team as an Associate - Adviser Support, build your career supporting our collaborative and client centric Adviser. Sounds interesting? Here are some specifics about...

  • Investment Adviser, Associate, $80-120k

    7 days ago

    Sydney, Australia Blue Tree Group Full time

    - Boutique Investment Firm - HNW Private Clients - Portfolio Management - Circa $1B FUA - Support 2-3 Senior Advisers - Pathway to full Advice role - Package circa $70-90k + Super Are you currently an Investment Adviser Associate, Paraplanner or Client Service Associate looking to progress to an Advice role? Manly based independent AFSL...

  • Associate Adviser

    2 weeks ago

    Sydney, Australia Chandler Macleod Full time

    **ASSOCIATE ADVISER** A unique Senior Associate / Adviser opportunity has arisen for someone who enjoys working in Accumulator client base. My clients have a strong presence in the fintech space and you will start out working with the Senior Adviser to learn about how they do things for the first 3-6 months before looking after an existing book of clients....