Brisbane Associate Adviser: Private Wealth Support

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

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.