Financial Planning Assistant

• Be part of a team and culture that values people 

• Excellent opportunity to add value in this influential role 

• Permanent Full Time Opportunity, Location: Perth 

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 

We are currently on the lookout for a self-motivated and enthusiastic Financial Planning Assistant to provide professional administrative support to the wealth management activities of the business. In this client facing role, you’ll be working closely with the Private Wealth Advisers (PWAs) to build and maintain relationships with new and existing clients and respond to general client queries and requests. 

This role also includes administrative support for the PWA's, including, scheduling client meetings and diary management, preparing documents for client reviews, maintaining client records and other general administrative tasks. On top of the above, you’ll also liaise with key stakeholders to ensure all client tasks are completed within set time frames – so if you like what you’ve read so far, we’d love to hear from you. 

What we are looking for in a successful candidate 

Ideally, you have previous experience in a similar role within the financial service or a related industry and if you have completed or be studying relevant qualifications in Business/Commerce, Diploma of Financial Planning and/or RG146 Compliance it would help put your application ahead of the rest. A seasoned professional, you’re hard working, resilient and committed to delivering positive outcomes for clients and colleagues.  

Secondly, you’re proficient in using the Microsoft Office suite and previous expertise with XPLAN software it would be a bonus. Lastly, at Shadforth we pride ourselves on providing quality client service to our clients so having a focus on excellent client service and strong attention to detail will really help you hit the ground running in this actioned packed role. 

Make 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.

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.