Private Wealth Assistant – Paraplanning & Client Service in Perth

Private Wealth Assistant – Paraplanning & Client Service in Perth

Perth Full-Time On-site
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Shadforth Financial Group in Perth is seeking an experienced Associate Adviser to join our Perth team. You will work with Private Wealth Advisers to deliver optimal client outcomes, prepare accurate advice documents, and attend client meetings alongside PWAs.

This role suits someone with clear career aspirations to become an Adviser. Key responsibilities include research, modelling, and proactive client support, all within a supportive environment that offers hybrid and flexible working

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Private Wealth Assistant – Paraplanning & Client Service in Perth employer: Insignia Financial

At Insignia Financial, we pride ourselves on fostering a dynamic work culture that champions innovation and collaboration. As a Senior Full-Stack Engineer, you'll enjoy the autonomy to drive technical decisions while working alongside a team dedicated to modern engineering practices and AI-enabled development. Our commitment to employee growth is reflected in our investment in cutting-edge technologies and continuous learning opportunities, making this an exceptional place for those seeking meaningful and rewarding careers in a vibrant location.

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Contact Details:

Insignia Financial Recruitment Team