Associate Adviser

• Join a dynamic team and culture that values its people  
• Make a meaningful impact in this influential role 
• Work alongside our professional and qualified Private Wealth Advisers 

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 close to 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  

We are currently on the lookout for an experienced and professional Associate Adviser (AA) who is passionate about what they do, to join our team in Sydney  or Adelaide.  As an AA you will work closely with our Private Wealth Advisers (PWAs) to deliver the best outcome for our clients through detailed analysis and modelling, data collection, calculations, research and your ability to discuss client situations, objectives and strategy. 

The AA role is responsible for supporting the preparation of accurate and comprehensive advice documents for varied complexity of client scenarios.  This role also acts as the point of contact for our clients’ technical queries and provides exposure to attending client meetings with PWAs. 

What we look for in successful candidates 

First and foremost, you are a seasoned professional, ideally with a minimum of 2+ years in a Paraplanning or AA position.  Having completed or be working towards the completion of FASEA qualification would be advantageous.  You’re hard working, resilient and committed to delivering positive outcomes for clients and colleagues.  

Secondly, you have solid understanding of tax, superannuation, retirement income streams, investments and social security.  Lastly, at Shadforth we pride ourselves on providing quality client service to our clients so having a focus on excellent client service and the ability to use initiative and judgement in problem solving situations will really help you hit the ground running in this actioned packed role. 

Benefits

· Development opportunities at an ASX top 200 company

· A professional, supportive and friendly culture

· A range of corporate and lifestyle benefits

The Business

Insignia Financial is one of Australia’s leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).

To Apply

Please submit your resume with a covering letter by clicking on “Apply Now.”

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.

Please note that applications from agencies will not be considered at this time.

At Insignia Financial, we have a culture of belonging. We are an ‘every person’ organisation that welcomes and appreciates everyone for who they are. If you need assistance or an adjustment during

the application process because of your personal circumstances, please reach out and let us know. We recognise and celebrate the value of individual difference.