Sydney, New South Wales, Australia · Hybrid
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…
Skills: Financial Planning, Client Relationship Management, XPLAN, Financial Modelling, Strategy Assessment
Sydney, New South Wales, Australia · Hybrid
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Sydney, New South Wales, Australia · Hybrid
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Sydney, New South Wales, Australia · On-site
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Sydney, New South Wales, Australia · Hybrid
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Sydney, New South Wales, Australia · On-site
$60/hr–$75/hr
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Sydney, New South Wales, Australia · Hybrid
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Sydney, New South Wales, Australia · Hybrid
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Sydney, New South Wales, Australia · On-site
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Sydney, New South Wales, Australia · On-site
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Sydney, New South Wales, Australia · Hybrid
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Sydney, New South Wales, Australia · Hybrid
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Sydney, New South Wales, Australia · On-site
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Sydney, New South Wales, Australia · Hybrid
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Sydney, New South Wales, Australia · Remote OK
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Sydney, New South Wales, Australia · On-site
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Sydney, New South Wales, Australia · Hybrid
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Sydney, New South Wales, Australia · On-site
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Sydney, New South Wales, Australia · On-site
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Sydney, New South Wales, Australia · On-site
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The Associate Adviser supports Private Wealth Advisers by preparing accurate advice documents and conducting financial modelling. They are responsible for managing advice files, attending client meetings, and providing proactive support to ensure optimal client outcomes.
Candidates should have proven experience in financial services as a Client Relationship Manager or Associate, with familiarity in XPLAN software. A FASEA qualification or paraplanning experience is considered advantageous.
Shadforth Financial Group 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 Sydney 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. This role will suit an individual who has clear career aspirations to be an Adviser.
Key responsibilities:
What you will bring:
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.
#LI-TB1
Founded in 1846 as the Independent Order of Odd Fellows to protect working families, today Insignia Financial Ltd is an ASX 200 company and one of Australia’s leading wealth managers. Helping our clients reach their financial goals sooner is our specialty. Few others can match the range of wealth management products and services we offer, or the level of individual tailoring this allows – one of the key reasons for our success. Our goal is to create financial wellbeing for all Australians. We use our scale and expertise to offer advice and financial solutions that are easy to access, engaging and affordable. This is how we invest in a future that’s better for everyone.
Offices: 800 Bourke St, Level 1, Melbourne, Victoria 3000, AU · L6, 161 Collins St, Melbourne, Victoria 3000, AU · L28, Central Park, 152-158 St Georges Terrace, Perth, WA 6000, AU · Level 10, 59 Liverpool Street, Hobart, TAS 7000, AU · Level 19, 91 King William St, Adelaide, SA 5000, AU
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