Shadforth Financial Group Ltd is seeking an experienced Associate Adviser to join their Perth team. This role involves working closely with Private Wealth Advisers to ensure comprehensive advice. Responsibilities include client support, advice documentation, and attending meetings.
The ideal candidate has proven experience in financial services and familiarity with financial planning software like XPLAN. Shadforth is dedicated to client care and professionalism.
Associate Adviser — Paraplanning & Client Outcomes in Perth employer: Shadforth Financial Group Ltd
Shadforth Financial Group is an exceptional employer, offering a dynamic work culture that prioritises professional development and employee wellbeing. With a strong commitment to flexibility and inclusivity, employees are empowered to grow their skills while making a meaningful impact on clients' financial futures. Located in Sydney, this role provides the unique opportunity to lead a dedicated team in one of Australia's leading financial advisory firms, where your contributions will be celebrated and valued.
Contact Details:
Shadforth Financial Group Ltd Recruitment Team
