Wealth Advisory Client Experience Associate

Shadforth Financial Group Ltd; Western Australia; On-site; AUD 65,000 - 85,000; Full time

Job summary

Shadforth Financial Group is seeking a Client Associate to join our team and support Private Wealth Advisers across the full advice lifecycle. You will deliver a seamless client experience from engagement through to implementation and ongoing service.

The role blends client service with technical support, requiring strong organisation, CRM proficiency (Xplan), and a proactive, solutions-focused mindset within a collaborative team.

Qualifications

• Tertiary financial planning qualifications desirable.
• 2–4 years’ experience in financial planning or client service.
• Understanding of financial planning processes and client service delivery.
• Experience with Xplan or similar CRM systems.
• Strong written and verbal communication.
• High level of professionalism and integrity.
• Ability to work under pressure and meet deadlines.

Responsibilities

• End-to-end client service and engagement, including ongoing relationship management.
• Coordination and preparation of client meetings and advice documentation.
• Supporting advice processes, including data gathering, research, and implementation.
• Managing workflows, tasks, and advice tracking to ensure timely delivery.
• Maintaining accuracy and completeness of client files and records.
• Liaising between clients, advisers, and central support teams.

Skills

Client service

Communication

Organisational skills

Workflow management

Attention to detail

Team player

Education

Financial planning qualifications

Tools

Xplan

Microsoft Office

Job description

Shadforth Financial Group is seeking a Client Associate to join our team and support Private Wealth Advisers across the full advice lifecycle. You will deliver a seamless client experience from engagement through to implementation and ongoing service.

The role blends client service with technical support, requiring strong organisation, CRM proficiency (Xplan), and a proactive, solutions-focused mindset within a collaborative team.