Summary from listing
Shadforth Financial Group is hiring an Associate Adviser in Sydney to support Private Wealth Advisers and Shadforth Advice Teams with client service, advice-file preparation, financial modelling, strategy assessment, and client meetings. The role requires experience in financial services, familiarity with XPLAN, and knowledge of tax, superannuation, retirement income, investments, and social security; FASEA qualification and paraplanning experience are advantageous. The position offers hybrid and flexible working arrangements and parental leave cover.
