Associate Adviser - Hobart Wealth & Client Impact

IOOF Holdings Limited; Hobart; On-site; AUD 70,000 - 100,000; Full time

Job summary

Shadforth Financial Group in Hobart is seeking an experienced Associate Adviser to work with Private Wealth Advisers and SATs to deliver client-focused financial planning. You will prepare accurate advice documents and attend client meetings, supporting advisers in delivering optimal outcomes.

The role suits someone with clear career aspirations to become an Adviser, bringing a proactive approach to client service, research, and suitability assessments in a collaborative team environment.

Qualifications

• Proven experience in financial services as a Client Relationship Manager or Associate Adviser role.
• Familiarity with tax, superannuation, retirement income streams, investments and social security.

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 experience

Paraplanning

XPLAN experience

Education

FASEA qualification (advantageous)

Tools

XPLAN

Job description

Shadforth Financial Group in Hobart is seeking an experienced Associate Adviser to work with Private Wealth Advisers and SATs to deliver client-focused financial planning. You will prepare accurate advice documents and attend client meetings, supporting advisers in delivering optimal outcomes.

The role suits someone with clear career aspirations to become an Adviser, bringing a proactive approach to client service, research, and suitability assessments in a collaborative team environment.