Associate Adviser - Perth
6 days ago

Job summary
We are seeking an experienced Advice professional to join our Perth team as an Associate Adviser. You will work closely with Private Wealth Advisers (PWAs) and Shadforth Advice Teams (SATs) to deliver optimal outcomes for our clients.Responsibilities
- Ensure the completeness of advice files by conducting necessary research, comparisons, and calculations before lodging a request for a Statement of Advice
- Provide high-quality proactive support to clients, PWAs, and SATs
- Comply with all Shadforth and Insignia policies, procedures and processes and service standards
Job description
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