Senior Associate Adviser (Hobart)

Add expected salary to your profile for insights Insignia Financial Ltd. is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee services 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 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 prospect to join our team We are seeking 2 Senior Associate Advisers (SAA) to play a pivotal role in our service delivery strategy at Shadforth. As an SAA, you will manage the advisory needs of our existing clients while supporting our growth initiatives to onboard new clients. This role serves as a cornerstone in upholding our high standards of professional advice, client service, and ethical integrity. The SAA is expected to set a standard for other staff in maintaining a high professional standard for all advice, client service and personal integrity. You will be mentored and developed in line with your goal progressing into a Private Wealth Adviser. Key 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 What you will bring: 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/passion to become a Private Wealth Adviser Tertiary qualification in Financial Planning, Business FASEA Qualified or working towards this To Apply Read more about why you should join our team 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. We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know. Unlock job insights Hirer responsiveness Salary match Number of applicants One of Australia’s leading wealth managers Founded in 1846 to protect working families, today we’re one of Australia’s leading wealth managers and an ASX top 200 company. Helping our clients reach their financial goals sooner is our specialty. Few others can match the range of wealth management products and services we offer, or the level of individual tailoring this allows – one of the key reasons for our success. Our ambition is to create financial wellbeing for every Australian. We use our scale and expertise to offer advice and financial solutions that are easy to access, engaging and affordable. This is how we invest in a future that’s better for everyone. One of Australia’s leading wealth managers Founded in 1846 to protect working families, today we’re one of Australia’s leading wealth managers and an ASX top 200 company. Helping our clients reach their financial goals sooner is our specialty. Few others can match the range of wealth management products and services we offer, or the level of individual tailoring this allows – one of the key reasons for our success. Our ambition is to create financial wellbeing for every Australian. We use our scale and expertise to offer advice and financial solutions that are easy to access, engaging and affordable. This is how we invest in a future that’s better for everyone. Trainee Financial Adviser (Cadetship Program) Collins SBA Hobart TAS 21d ago Moore HR Launceston, Launceston & North East TAS 11d ago Researching careers? Find all the information and tips you need on career advice. #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3qtsj4