Senior Associate Adviser

Insignia Financial Ltd

Brisbane, QLD, Australia
On-site
Experience in associate adviser role
Solid understanding of financial products
Proficiency in xplan software
The Senior Associate Adviser plays a pivotal role in managing client advisory needs and supporting growth initiatives

Job Summary

  • The Senior Associate Adviser plays a pivotal role in managing client advisory needs and supporting growth initiatives.
  • Shadforth Financial Group has a proud history of helping Australians achieve financial independence for 100 years.
  • The company values professionalism and invests in developing people's skills for career growth.

Matching Summary

The Senior Associate Adviser plays a pivotal role in managing client advisory needs and supporting growth initiatives.

Skills & Requirements

Must-have

  • Experience in Associate Adviser role
  • Solid understanding of financial products
  • Proficiency in XPLAN software

Nice-to-have

  • Passion for mentoring peers
  • Exceptional communication skills
  • Ability to problem-solve independently

Key Requirements

  • Tertiary qualification in Financial Planning
  • FASEA Qualified or working towards
  • Real drive to become a Private Wealth Adviser

Work Rights

Not specified

Tailored Resume

Cover Letter