Senior Associate Adviser

• 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
• Perth Location

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 Financial Group is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff. 

At Shadforth Financial Group 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 seeking a Senior Associate Advisers (SAA) to play a pivotal role in our service delivery strategy at Shadforth. The SAA is responsible for managing the advisory needs of our existing clients, as well as facilitating our growth journey by attending to the needs of our prospective clients.

As an SAA, you will manage the advisory needs of our existing clients while supporting our growth initiatives to onboard new clients. This role serves as a cornerstone in upholding our high standards of professional advice, client service, and ethical integrity.

You will be mentored and developed in line with your goals of progressing into a Private Wealth Adviser.

Key Responsibilities:

• Take ownership and accountability for new and existing client business, including preparation and delivery of advice.
• Provide high-quality personal wealth management advice, ensuring clients are well-informed.
• Identify and address additional client needs promptly and effectively.
• Meet minimum Service Standards and manage to client expectations within specified timelines.
• Support fellow SAAs during their absence and contribute to wider team training, mentorship and workload allocation.

What 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 with XPLAN financial planning software 
• Exceptional interpersonal and communication skills 
• Ability to problem-solve independently and demonstrate initiative
• Passion for mentoring and developing peers
• 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 this

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.