Associate Adviser — Path to Adviser, Wealth Planning (Hobart)

Shadforth Financial Group Ltd; Hobart; On-site; AUD 70,000 - 95,000; Full time

Job summary

Shadforth Financial Group in Hobart is seeking an experienced Advice professional to join our team as an Associate Adviser. You will work with Private Wealth Advisers and SATs to deliver optimal client outcomes, prepare accurate advice documents, and attend client meetings alongside PWAs.

This role is ideal for someone with clear career aspirations to become an Adviser, with opportunities to develop skills in research, modelling and client engagement in a supportive team culture.

Qualifications

• Proven experience in financial services as a Client Relationship Manager or Associate Adviser.
• Familiarity with XPLAN financial planning software.
• Completed or working towards FASEA qualification (advantageous).
• Paraplanning experience would be advantageous.
• Strong initiative and judgement in problem-solving situations.
• Sound understanding of tax, superannuation, retirement income streams, investments and social security.

Responsibilities

• Ensure the completeness of advice files by conducting necessary research and calculations before lodging a SOA.
• Provide high-quality proactive support to clients, PWAs, and SATs.
• Comply with policies, procedures and service standards.
• Assist team members with client service and advice preparation tasks.
• Conduct financial modelling and strategy assessment.
• Attend client meetings and take detailed file notes where appropriate.

Skills

Client relationships

Financial services

Paraplanning

Education

FASEA qualification

Tools

XPLAN

Job description

Shadforth Financial Group in Hobart is seeking an experienced Advice professional to join our team as an Associate Adviser. You will work with Private Wealth Advisers and SATs to deliver optimal client outcomes, prepare accurate advice documents, and attend client meetings alongside PWAs.

This role is ideal for someone with clear career aspirations to become an Adviser, with opportunities to develop skills in research, modelling and client engagement in a supportive team culture.