Associate Adviser

1 week ago

Sydney, New South Wales, Australia Insignia Financial Ltd Full time $90,000 - $120,000 per year
Company description:

Insignia Financial Ltd. is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee services

Job description:
  • 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

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 let us know.

  • Associate Adviser

    1 week ago

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

    About the roleWorking as part of an Advice team, the Associate Adviser supports their Advisers by engaging with new and ongoing clients, as well as our Client Services and Paraplanning Teams to deliver an outstanding experience and exceptional advice. As an Associate Adviser, you are a main contact point for clients and are a support in the preparation of...

  • Associate Adviser

    6 days ago

    Sydney, New South Wales, 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...

  • Associate Adviser

    5 days ago

    Sydney, New South Wales, Australia Prime Financial Group Full time

    People and Culture - HR Generalist | Driving Talent Strategy, Employee Engagement & Operational ExcellenceLooking for a motivated and driven Associate Adviser to join our Wealth team (2 positions Melbourne & Sydney). This is a fantastic opportunity for someone passionate about building strong client relationships and advancing their career in financial...

  • Associate Adviser

    6 days ago

    Sydney, New South Wales, Australia Prime Financial Group Full time

    People and Culture - HR Generalist | Driving Talent Strategy, Employee Engagement & Operational ExcellenceLooking for a motivated and driven Associate Adviser to join our Wealth team (2 positions Melbourne & Sydney). This is a fantastic opportunity for someone passionate about building strong client relationships and advancing their career in financial...

  • Associate Adviser

    7 days ago

    Sydney, New South Wales, Australia Chandler Macleod Full time

    A unique Associate Adviser opportunity has arisen for someone who enjoys working with HNW clients and direct equities. We are looking for someone to start their Professional Year and take on a book of clients within the next ear. This role has no sales involved as all the leads are generated and referred.They have a unique model where they focus on HNW...

  • Associate Adviser

    5 days ago

    Sydney, New South Wales, Australia Perks Full time

    OverviewJoin to apply for the Associate Adviser role at Perks.Get AI-powered advice on this job and more exclusive features.About 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 prosper....

  • Associate, Adviser Support

    7 days ago

    Sydney, New South Wales, Australia Perpetual Limited Full time

    Based in Sydney CBD - Hybrid working arrangement- Opportunity to grow your career within a collaborative and supportive team- An attractive salary packagePerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and...

  • Investment Adviser, Associate, 80-120K

    1 week ago

    Sydney, New South Wales, Australia Blue Tree Group Full time

    Boutique Investment FirmHNW Private ClientsPortfolio Management - Circa $1B FUASupport 2-3 Senior AdvisersPathway to full Advice rolePackage circa $70-90k + SuperAre you currently an Investment Adviser Associate, Paraplanner or Client Service Associate looking to progress to an Advice role?Manly based independent AFSL Investment Advice specialist firm with a...

  • Investment Adviser, Associate, 80-120k

    2 weeks ago

    Sydney, New South Wales, Australia Blue Tree Group Full time

    Boutique Investment FirmHNW Private ClientsPortfolio Management - Circa $1B FUASupport 2-3 Senior AdvisersPathway to full Advice rolePackage circa $70-90k + SuperAre you currently an Investment Adviser Associate, Paraplanner or Client Service Associate looking to progress to an Advice role?Manly based independent AFSL Investment Advice specialist firm with a...

  • Investment Adviser, Associate, 80-120k

    2 weeks ago

    Sydney, New South Wales, 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...