Senior Associate Adviser

IOOF Holdings Limited; City of Melbourne; On-site; AUD 90,000 - 120,000; Full time

Job summary

Shadforth Financial Group in Sale, Victoria, is seeking a Senior Associate Adviser to advance our service delivery for existing clients while supporting growth by onboarding new clients. This pivotal role upholds the highest standards of professional advice, client service and personal integrity.

You will be mentored toward progression into a Private Wealth Adviser, taking ownership of advice delivery, building relationships, and contributing to team training and goals within an established

Qualifications

• Proven experience in an Associate Adviser or Paraplanner role.
• Solid understanding of tax, superannuation, retirement income streams, investments, and social security.
• Sound experience with XPLAN financial planning software.
• Exceptional interpersonal and communication skills.
• Ability to problem-solve independently and demonstrate initiative.
• Passion for mentoring and developing peers.
• New business skills and existing client referral networks.
• Accountable for targets aligned with key business drivers.
• Real drive to become a Private Wealth Adviser.
• Tertiary qualification in Financial Planning, Business.

Responsibilities

• Take ownership and accountability for new and existing client business, including preparation and delivery of advice.
• Provide high-quality personal wealth management advice, ensuring clients are well-informed.
• Identify and address additional client needs promptly and effectively.
• Meet minimum Service Standards and manage to client expectations within specified timelines.
• Support fellow SAAs during their absence and contribute to wider team training, mentorship and workload allocation.

Skills

Associate Adviser experience

Paraplanner experience

Client service

Communication skills

Mentoring

Problem solving

New business skills

Targets awareness

Professional integrity

Education

Tertiary qualification in Financial Planning

Business qualification

Tools

XPLAN

Job description

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• Work with experienced Private Wealth Advisers and be part of a team and culture that values people
• Excellent opportunity to add value in this influential role
• Located in our Sale, Victoria office

Shadforth Financial Group is one of Australia’s leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary certified firm. Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff. At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people’s skills and offering careers, not just jobs.

The opportunity to join our team

We are seeking a Senior Associate Advisers (SAA) to play a pivotal role in our service delivery strategy at Shadforth. As an SAA, you will manage the advisory needs of our existing clients while supporting our growth initiatives to onboard new clients. This role serves as a cornerstone in upholding our high standards of professional advice, client service, and ethical integrity. The SAA is expected to set a standard for other staff in maintaining a high professional standard for all advice, client service and personal integrity. You will be mentored and developed in line with your goal progressing into a Private Wealth Adviser.

Key Responsibilities:

• Take ownership and accountability for new and existing client business, including preparation and delivery of advice
• Provide high-quality personal wealth management advice, ensuring clients are well-informed
• Identify and address additional client needs promptly and effectively
• Meet minimum Service Standards and manage to client expectations within specified timelines
• Support fellow SAAs during their absence and contribute to wider team training, mentorship and workload allocation

What you will bring:

• Proven experience in an Associate Adviser or Paraplanner role
• Solid understanding of tax, superannuation, retirement income streams, investments, and social security
• Sound experience with XPLAN financial planning software
• Exceptional interpersonal and communication skills
• Ability to problem-solve independently and demonstrate initiative
• Passion for mentoring and developing peers
• New business skills and existing client referral networks
• Accountable for targets aligned with key business drivers
• Real drive/passion to become a Private Wealth Adviser
• Tertiary qualification in Financial Planning, Business

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.