Associate Adviser at Insignia Financial

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

15 Mar, 26

Salary

0.0

Posted On

15 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Financial Modelling, Problem Solving, Tax Knowledge, Superannuation Knowledge, Investment Knowledge, Social Security Knowledge, Proactive Support, Attention to Detail, Collaboration, Research Skills, XPLAN Familiarity, Paraplanning, Initiative, Judgement, Resilience

Industry

Financial Services

Description

Work with experienced Private Wealth Advisers and be part of a team that values people Commitment to providing exceptional client services Enjoy a supportive work environment with hybrid and flexible working arrangements available in Sydney Shadforth 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. The opportunity to join our team We are seeking an experienced Advice professional to join our Sydney team as an Associate Adviser. 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. Key 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 What you will bring: Proven Experience in financial services as a Client Relationship Manager or similar 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 To Apply Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-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. Please note our offices will be closed from 24 December 2025 to 2 January 2026. As we approach the holiday period, there may be delays in response times and the Talent Acquisition team will begin reviewing applications from 5 January 2026. Thank you for your patience.

Responsibilities

The Associate Adviser will ensure the completeness of advice files by conducting necessary research and provide high-quality proactive support to clients and advisers. They will also assist with client meetings and take detailed notes as needed.