Senior Associate Adviser: Grow Clients & Wealth Strategy

IOOF Holdings Limited; Sale; On-site; AUD 90,000 - 120,000; Full time

Job summary

Shadforth Financial Group in Sale, Victoria is seeking a Senior Associate Adviser to play a pivotal role in service delivery for existing clients and growth initiatives. You will be mentored toward becoming a Private Wealth Adviser.

You will take ownership of advice delivery, build trust, mentor peers, and contribute to team training while upholding high professional standards and ethics.

Qualifications

• Experience in an Associate Adviser or Paraplanner role.
• Strong knowledge of tax, superannuation, retirement income and investments.
• Proficiency with XPLAN financial planning software.
• Excellent interpersonal and communication skills.
• Ability to mentor peers and support team development.
• New business skills and client referral networks.
• Targets aligned with key business drivers.
• Desire to progress to Private Wealth Adviser.
• Australian work rights; police and basic credit checks may apply.

Responsibilities

• 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 client expectations within timelines.
• Support fellow SAAs during absences and contribute to wider team training and workload allocation.

Skills

Client advisory

Mentoring

Team collaboration

Education

Tertiary qualification in Financial Planning, Business

Tools

XPLAN

Job description

Shadforth Financial Group in Sale, Victoria is seeking a Senior Associate Adviser to play a pivotal role in service delivery for existing clients and growth initiatives. You will be mentored toward becoming a Private Wealth Adviser.

You will take ownership of advice delivery, build trust, mentor peers, and contribute to team training while upholding high professional standards and ethics.