Associate Adviser

Insignia Financial; City of Brisbane; On-site; AUD 65,000 - 90,000; Full time

Job summary

Shadforth, part of Insignia Financial, is seeking an experienced Advice professional to join our Brisbane team as an Associate Adviser. In this role you will work closely with Private Wealth Advisers and SATs to deliver optimal outcomes for clients and to prepare accurate advice documents.

You will attend client meetings, conduct research, and support the delivery of high-quality advice, with opportunities to develop your skills and progress within a respected national advisory firm.

Qualifications

• Experience in financial services as a Client Relationship Manager or similar role.
• FASEA qualification (advantageous).
• Familiarity with XPLAN financial planning software.
• Paraplanning experience would be advantageous.
• Sound understanding of tax, superannuation, retirement income streams, investments, and social security.
• Strong initiative and judgement in problem-solving situations.
• Passionate about delivering positive outcomes for clients and colleagues.

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

Skills

Client Relationship Management

Financial Services

Problem Solving

Client Service

Education

FASEA qualification

Tools

XPLAN

Job description

• Work with experienced Private Wealth Advisers and be part of a team that values people
• Commitment to providing exceptional client services
• Permanent full-time position, based in Brisbane

Shadforth 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 Brisbane 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.

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 similar 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

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.