Private Wealth Associate Adviser (Hybrid, Perth)

IOOF Holdings Limited; Perth; Hybrid; AUD 70,000 - 90,000; Full time

Job summary

Shadforth Financial Group in Perth is seeking an experienced Associate Adviser to work closely with Private Wealth Advisers and SATs, delivering optimal outcomes for clients and preparing accurate advice documents. You will attend client meetings, conduct research, and contribute to financial modelling and strategy assessments while pursuing career progression toward Adviser.

We support flexible hybrid working and are committed to developing our people through professional training and a strong

Qualifications

• Experience in financial services as a Client Relationship Manager or Associate.
• FASEA qualification pursued or completed is advantageous.
• Familiarity with XPLAN financial planning software.
• Strong initiative and judgement in problem-solving.
• Paraplanning experience is advantageous.
• Understanding tax, superannuation, retirement income streams, investments.

Responsibilities

• Ensure the completeness of advice files by research 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

Initiative & judgement

Paraplanning

Tax knowledge

Superannuation knowledge

Client service

Education

FASEA qualification (advantageous)

Tools

XPLAN

Job description

Shadforth Financial Group in Perth is seeking an experienced Associate Adviser to work closely with Private Wealth Advisers and SATs, delivering optimal outcomes for clients and preparing accurate advice documents. You will attend client meetings, conduct research, and contribute to financial modelling and strategy assessments while pursuing career progression toward Adviser.

We support flexible hybrid working and are committed to developing our people through professional training and a strong