Client Associate

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 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 to join our team

The Client Associate (CA) is a critical hybrid role within the Shadforth client service delivery model, combining client relationship management with technical and advice process support.

The CA is responsible for delivering a seamless, high-quality client experience while supporting Private Wealth Advisers (PWAs) and Shadforth Advice Teams (SATs) across the full advice lifecycle from client engagement and preparation through to implementation and ongoing service.

Key Responsibilities:

• End-to-end client service and engagement, including ongoing relationship management
• Coordination and preparation of client meetings and advice documentation
• Supporting advice processes, including data gathering, research, and implementation
• Managing workflows, tasks, and advice tracking to ensure timely delivery
• Maintaining accuracy and completeness of client files and records
• Acting as a key liaison between clients, advisers, and central support teams

What you will bring:

• Working towards or completion of relevant financial planning qualifications (desirable)
• 2–4 years’ experience in financial planning, client service, or advice support, ideally working within a professional services / high calibre advice firm
• Strong understanding of financial planning processes and client service delivery
• Experience with Xplan or similar CRM systems
• Intermediate Microsoft Office skills
• Ability to develop technical knowledge across financial strategies and products
• Strong organisational and workflow management capability
• Excellent written and verbal communication skill
• High level of professionalism, integrity, and accountability
• Strong clients focus with the ability to build trust and rapport
• Attention to detail and commitment to quality
• Ability to work under pressure and meet deadlines
• Proactive, solutions-focused mindset
• Collaborative team player with initiative

To Apply

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-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.