Senior Associate Adviser: Wealth Planning & Growth

Insignia Financial; City of Melbourne; On-site; AUD 110,000 - 170,000; Full time

Job summary

Shadforth Financial Group is seeking a Senior Associate Adviser to manage advisory needs for existing clients while supporting growth and onboarding new clients. This role upholds high standards of professional advice, client service and personal integrity, and offers mentoring aligned with progression to Private Wealth Adviser.

You will lead delivery of high-quality wealth management, address evolving client needs, and collaborate with the team to ensure service excellence and compliance across

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.
• DFP qualified.
• 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

Paraplanner experience

XPLAN experience

Interpersonal skills

Mentoring

New business skills

Client referrals

Accountability to targets

Independent problem-solving

Private wealth enthusiasm

Education

Tertiary qualification in Financial Planning

DFP qualified

FASEA qualified or in progress

Tools

XPLAN

Job description

Shadforth Financial Group is seeking a Senior Associate Adviser to manage advisory needs for existing clients while supporting growth and onboarding new clients. This role upholds high standards of professional advice, client service and personal integrity, and offers mentoring aligned with progression to Private Wealth Adviser.

You will lead delivery of high-quality wealth management, address evolving client needs, and collaborate with the team to ensure service excellence and compliance across