Shadforth Financial Group Ltd is seeking an experienced Advice professional to join our Sydney team as an Associate Adviser. You will work with Private Wealth Advisers and SATs to deliver optimal client outcomes, prepare accurate advice documents, and attend client meetings.
The role suits someone with clear career goals to become an Adviser. You will provide high-quality support, conduct financial modelling, and ensure files are complete before SOA lodging, contributing to client financial
Private Wealth Associate Adviser — Hybrid Sydney 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
