![IOOF Holdings Limited](https://media.trabajo.org/img/noimg.jpg)
Senior Associate Adviser
5 months ago
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 workloadWhat 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 thisMake 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.
-
Melbourne, Victoria, Australia IOOF Holdings Limited Full timeSenior Associate Adviser Role OverviewWe are seeking a skilled Senior Associate Adviser to join our team and contribute to the delivery of exceptional client service and advice. As a Senior Associate Adviser, you will play a crucial role in managing client relationships, providing high-quality advice, and supporting the growth of our business.Key...
-
Senior Associate Adviser
6 months ago
Melbourne, Australia IOOF Holdings Limited Full timeJoin 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...
-
Associate Financial Adviser
3 months ago
West Melbourne, Australia Investech Wealth Management Pty Ltd Full timeWe are a privately owned financial advisory firm dedicated to providing personalised financial advice and wealth management services. An exciting opportunity exists in our growing team for a dedicated and professional associate financial adviser. Working closely with our Principal Adviser and Financial Planning team, you will be responsible for the...
-
Financial Adviser Associate
6 months ago
Melbourne, Australia Mercer Full time**Financial Adviser Associate** **What can you expect?** What we offer is a chance to join a company that is not only winning, but is transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia being a “people first” culture. This means that great performers are greatly rewarded. We pride ourselves on...
-
Senior Legal Adviser
1 month ago
Melbourne, Victoria, Australia Comcare Full timeOverview of Comcare and the Legal GroupComcare is a statutory body established under the Safety, Rehabilitation and Compensation Act 1988 (SRC Act), focusing on participation and productivity through healthy and safe workplaces.The Legal Group provides legal services and support to Comcare to perform these functions, based in Canberra and Melbourne.The work...
-
Senior Marketing Manager, Adviser
2 months ago
Melbourne, Australia Vanguard Full timeAbout VanguardMore than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders....
-
Legal Adviser
3 months ago
Melbourne, Australia Department of Treasury and Finance Full timeLocation: Melbourne | CBD Job type: Full time Organisation: Department of Treasury and Finance **Salary**: $95,102 - $107,905 Occupation: Legal Reference: VG/1818270T As a Legal Advisor in DTF Legal you will, as a generalist lawyer, build on your fundamental legal skills by working across a variety of legal areas, while still having the opportunity to...
-
Legal Adviser
3 months ago
Melbourne City Centre, Australia Department of Treasury & Finance Full timeAbout us The Department of Treasury and Finance provides economic, financial and resource management advice to help the Victorian Government deliver its policies. We strive for excellence in financial and economic management to improve the lives of all Victorians. Branch DTF Legal provides internal legal and advisory services to the Treasurer, the Assistant...
-
Senior Financial Adviser
1 month ago
Melbourne, Victoria, Australia Findex Full timeAbout the Role:We are seeking a dynamic Senior Financial Adviser to join our integrated Financial Services business. As a key member of our team, you will excel at meeting new clients and enjoy the initial discovery phase.Key Responsibilities:Meet and engage with new clients, understanding their financial needs and goals.Manage the client advice process from...
-
Senior Financial Adviser
2 months ago
Melbourne, Victoria, Australia Findex Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Adviser to join our team at Findex. As a Senior Financial Adviser, you will be responsible for meeting new clients, understanding their financial needs, and developing joint account plans with our Accounting team.Key ResponsibilitiesMeet and engage with new clients, understanding their financial...
-
Senior Associate
7 months ago
Melbourne, Australia Norton Rose Fulbright Full timeDescription A fantastic opportunity has arisen for a Senior Associate or Special Counsel to join Norton Rose Fulbright's leading Banking and Finance group in Melbourne. Working as part of a fast growing, collaborative and supportive team, you'll gain exposure to a diverse mix of high quality banking and finance matters in Australia and...
-
SLA / EL1 Senior Legal Adviser
6 months ago
Melbourne, Australia Comcare Full timeOverview of Comcare and the Legal Group Comcare is a statutory body established under the Safety, Rehabilitation and Compensation Act 1988 (SRC Act), with a focus on participation and productivity through healthy and safe workplaces. Comcare also manages common law liabilities under the Asbestos-related Claims (Management of Commonwealth Liabilities)...
-
Associate
6 months ago
Melbourne, Australia Kennedys Law Full timeKennedys is looking for an Associate with 2-4 PAE to join our dynamic, close-knit and team-orientated Healthcare practice in Melbourne. The focus will be assisting seniors with a mix of complex healthcare and medical malpractice files across a range of clients, including MDOs. **Team** Kennedys is a global firm and has had a presence in Australia since...
-
Workplace Relations – Associate/Senior Associate
6 months ago
Melbourne, Australia HWL Ebsworth Full timeWorkplace Relations – Associate/Senior Associate Melbourne | Full time Highly regarded, reputable Employment Practice with access to a range of diverse matters and clients. Flexible working arrangements, generous leave policies including paid parental leave. Clear and transparent path to progression. About us HWL Ebsworth is not...
-
Senior Associate
3 weeks ago
Melbourne, Victoria, Australia HWL Ebsworth Full timeOverviewHWL Ebsworth Lawyers is Australia's largest and fastest-growing legal partnership, with offices in every state and territory. We provide legal advice to clients across a broad range of areas, offering our team members the opportunity to work on diverse projects.SalaryWe offer an attractive salary package estimated at $160,000 per annum, reflective of...
-
Resolutions Adviser
2 months ago
Melbourne, Australia Hudson Australia Full timeThis pay rate is inclusive of mandatory 25% casual loading Regulatory agency seeks Resolutions Adviser to handle enquiries received by consumers and lawyers and resolving consumer matter complaints **Resolutions Adviser opportunities** *** - **Approx. $60-$65 per hour plus Super dependent on experience**: - **Assignment duration is up to 6 months....
-
Senior Associate
2 weeks ago
Melbourne, Victoria, Australia HWL Ebsworth Full timeCompany OverviewHWL Ebsworth Lawyers is Australia's largest and fastest-growing legal partnership, with offices in every state and territory. We provide legal advice to clients across a broad range of areas, allowing our team to experience working on diverse projects.SalaryThe estimated salary for this role is $120,000 - $180,000 per annum, depending on...
-
Energy Transition Lawyer
4 weeks ago
Melbourne, Victoria, Australia Norton Rose Fulbright Full timeNorton Rose Fulbright is a global legal practice providing comprehensive business law services to leading corporations and financial institutions. With over 4,000 lawyers across 58 offices worldwide, we are at the forefront of advising clients on complex projects and transactions.Our Projects practice is one of the largest in the world, with 350 project and...
-
Melbourne, Australia Hudson Australia Full timeThis pay rate is inclusive of mandatory 25% casual loading Regulatory agency seeks Communications and Digital Adviser to support the development of communications action plans & associated collateral for a major project to improve how the organisation communicates across its operational communications **Communications and Digital Adviser...
-
Senior Associate/Senior Lawyer – Property
3 months ago
Melbourne, Australia Maddocks Full timeAbout us We are a modern Australian law firm with a leading reputation. We focus on exceptional service, operational excellence and being at the forefront of employee experience. We work closely with Australian and international businesses, organisations and governments. About the role We are currently looking for a capable Senior Associate (1-2 years’...