Private Wealth Assistant – Paraplanning & Client Service

Insignia Financial; Perth; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work

Flexible working arrangements

Job summary

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

This role suits someone with clear career aspirations to become an Adviser. Key responsibilities include research, modelling, and proactive client support, all within a supportive environment that offers hybrid and flexible working

Qualifications

• Proven experience in financial services or advisory roles.
• Strong client service mindset with proactive support.
• Ability to prepare accurate, well-documented advice materials.
• Comfort with analysing data and presenting clear conclusions.

Responsibilities

• Ensure completeness of advice files through research, comparisons, and calculations.
• Provide high-quality 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 file notes.

Skills

Client relationships

Financial services experience

Attention to detail

Communication skills

Education

FASEA qualification (in progress or completed)

Tools

XPLAN

Job description

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

This role suits someone with clear career aspirations to become an Adviser. Key responsibilities include research, modelling, and proactive client support, all within a supportive environment that offers hybrid and flexible working