Associate Adviser - Private Wealth Support (Hybrid Sydney)

Insignia Financial; Sydney; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid and flexible working

12 months parental leave cover

Job summary

Shadforth Financial Group, a leading Australian financial advisory, seeks an experienced Associate Adviser to join the Sydney team. You will work with Private Wealth Advisers and SATs to deliver optimal client outcomes, prepare advice documents, and attend client meetings to support advisers.

The role suits someone with career aspirations to become an Adviser, strong research and calculations skills, and a commitment to high-quality client service.

Qualifications

• Proven experience in financial services as a Client Relationship Manager or Associate role.
• Strong understanding of financial services practices and client servicing.

Responsibilities

• Ensure completeness of advice files with research, comparisons and calculations.
• Provide proactive support to clients, PWAs, and SATs.
• Comply with policies, procedures and service standards.
• Assist team with client service and advice preparation tasks.
• Conduct financial modelling and strategy assessment.
• Attend client meetings and take detailed notes.

Skills

Client relationships

Financial services experience

Communication

Education

FASEA qualification (in progress)

Tools

XPLAN

Job description

Shadforth Financial Group, a leading Australian financial advisory, seeks an experienced Associate Adviser to join the Sydney team. You will work with Private Wealth Advisers and SATs to deliver optimal client outcomes, prepare advice documents, and attend client meetings to support advisers.

The role suits someone with career aspirations to become an Adviser, strong research and calculations skills, and a commitment to high-quality client service.