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About the Role
In this role, you will work closely with Private Wealth Advisers (PWAs) and Shadforth Advice Teams (SATs) to deliver optimal outcomes for our clients. You’ll have the chance to collaborate, prepare accurate advice documents, and attend client meetings alongside PWAs. This role will suit an individual who has clear career aspirations to be an Adviser.
Responsibilities
- Ensure the completeness of advice files by conducting necessary research, comparisons, and calculations before lodging a request for a Statement of Advice
- Provide high-quality proactive support to clients, PWAs, and SATs
- Comply with all Shadforth and Insignia policies, procedures and processes and service standards
- Assist team members with key tasks related to client service and advice preparation
- Conduct financial modelling and strategy assessment
- Attend client meetings and take detailed file notes, where appropriate
Requirements
- Proven Experience in financial services as a Client Relationship Manager or Associate role
- Completed or working towards FASEA qualification (advantageous)
- Familiarity with XPLAN financial planning software
- Strong initiative and judgement in problem-solving situations
- Paraplanning experience would be (advantageous)
- Passionate about delivering positive outcomes for clients and colleagues, demonstrating hard work and resilience
- Sound understanding of tax, superannuation, retirement income streams, investments, and social security
- Applicants will be required to provide evidence of their eligibility to work in Australia
- Applicants are required to undertake police and basic credit checks as a condition of employment
Skills
- Financial modelling
- Strategy assessment
- Client service
- Advice preparation
- Research
- Comparisons
- Calculations
- File notes
Location
- Sydney
Work Type
- Hybrid
- Flexible working arrangements
- 12-month max-term parental leave cover
Experience Level
- Experienced
Education Level
- FASEA qualification (advantageous)
Benefits
- Supportive work environment
- Flexibility
- Opportunity to learn new skills
- Opportunity to grow
About the Company
- Shadforth Financial Group is one of Australia’s leading financial advisory firms, dedicated to fostering deep, meaningful relationships with clients to ensure their financial well-being and future security.
- With a legacy spanning 100 years, we are proud to be the largest fiduciary-certified firm in the country.
- Our award-winning brand operates 12 offices nationwide, supported by over 100 financial advisers and a team of 280 staff.
- At Shadforth, we are committed to upholding the highest standards of professionalism.
- We invest significantly in developing our people’s skills and offer not just jobs but rewarding careers.
- We are one of Australia’s leading financial wellbeing organisations, helping people feel good about their money.
- This starts by helping our people feel good about working here.
Equal Opportunity
- 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.