Associate Adviser

IOOF Holdings Limited; Perth; Hybrid; AUD 70,000 - 90,000; Full time

Job summary

Shadforth Financial Group in Perth is seeking an experienced Associate Adviser to work closely with Private Wealth Advisers and SATs, delivering optimal outcomes for clients and preparing accurate advice documents. You will attend client meetings, conduct research, and contribute to financial modelling and strategy assessments while pursuing career progression toward Adviser.

We support flexible hybrid working and are committed to developing our people through professional training and a strong

Qualifications

• Experience in financial services as a Client Relationship Manager or Associate.
• FASEA qualification pursued or completed is advantageous.
• Familiarity with XPLAN financial planning software.
• Strong initiative and judgement in problem-solving.
• Paraplanning experience is advantageous.
• Understanding tax, superannuation, retirement income streams, investments.

Responsibilities

• Ensure the completeness of advice files by research 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

Initiative & judgement

Paraplanning

Tax knowledge

Superannuation knowledge

Client service

Education

FASEA qualification (advantageous)

Tools

XPLAN

Job description

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• 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 available in Perth

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 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

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.

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.