The opportunity to join our team
We are seeking an experienced Advice professional to join our Perth 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:
* Ensure the completeness of advice files by conducting necessary research, comparisons, and calculations before lodging a request for a Statement of Advice
* Provide high-quality proactive support to clients, PWAs, and SATs
* Comply with all Shadforth and Insignia policies, procedures and processes and service standards
* Assist team members with key tasks related to client service and advice preparation
* Conduct financial modelling and strategy assessment
* Attend client meetings and take detailed file notes, where appropriate
What you will bring:
* Proven Experience in financial services as a Client Relationship Manager or Associate role
* Completed or working towards FASEA qualification (advantageous)
* Familiarity with XPLAN financial planning software
* Strong initiative and judgement in problem-solving situations
* Paraplanning experience would be (advantageous)
* Passionate about delivering positive outcomes for clients and colleagues, demonstrating hard work and resilience
* Sound understanding of tax, superannuation, retirement income streams, investments, and social security
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.
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