Senior Associate Adviser: Grow Client Wealth & Impact

IOOF Holdings Limited; Adelaide; Ibrido; AUD 90.000 - 120.000; Tempo pieno

Descrizione del lavoro

Shadforth Financial Group in Adelaide is seeking a Senior Associate Adviser to manage the advisory needs of our existing clients while supporting growth initiatives to onboard new clients. This role serves as a cornerstone in upholding high standards of professional advice, client service and integrity.

The SAA is expected to set a standard for other staff and will be mentored toward progressing into a Private Wealth Adviser.

Competenze

• Proven experience as Associate Adviser or Paraplanner.
• Solid knowledge of tax, superannuation, retirement income, investments.
• Familiarity with XPLAN software.
• Strong client service and integrity.

Mansioni

• Take ownership of 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.

Conoscenze

Client relationship management

Financial planning

Interpersonal skills

Mentoring and coaching

New business development

Communication

Accountability

Team collaboration

Formazione

Bachelor of Financial Planning

Strumenti

XPLAN

Descrizione del lavoro

Shadforth Financial Group in Adelaide is seeking a Senior Associate Adviser to manage the advisory needs of our existing clients while supporting growth initiatives to onboard new clients. This role serves as a cornerstone in upholding high standards of professional advice, client service and integrity.

The SAA is expected to set a standard for other staff and will be mentored toward progressing into a Private Wealth Adviser.