Summary from listing
Shadforth is hiring an experienced Associate Adviser for its Brisbane team. The role supports Private Wealth Advisers and Shadforth Advice Teams by preparing advice files, conducting research and calculations, providing client and team support, assisting with client service and advice preparation, performing financial modelling and strategy assessment, and attending client meetings. Applicants should have financial-services experience in a Client Relationship Manager or similar role, familiarity with XPLAN, and knowledge of tax, superannuation, retirement income streams, investments, and social security; FASEA qualification and paraplanning experience are advantageous. The position is permanent and full-time.
