Senior Associate Adviser

Insignia Financial; Sale; On-site; AUD 110,000 - 150,000; Full time

Job summary

Insignia Financial Ltd. in Australia is seeking a Senior Associate Adviser to manage advisory needs of existing clients and support growth by onboarding new clients. The role upholds high standards of professional advice, client service and ethics, with mentoring and progression toward Private Wealth Adviser.

You will take ownership of client business, deliver high-quality wealth management advice, and contribute to team training and growth while aligning with business drivers and targets.

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/passion to become a Private Wealth Adviser
• Tertiary qualification in Financial Planning, Business
• FASEA Qualified or working towards this

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

Financial Planning

Client Relationship

Holistic Advice

XPLAN

Education

Bachelor in Finance/Business

Tools

XPLAN

Job description

Insignia Financial Ltd. is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee services

• 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
• FASEA Qualified or working towards this

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.

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.