Date: 30 Jun 2026
Location:
PERTH, WA, AU, 6000
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Employment Type: Permanent Full Time
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Work with experienced Private Wealth Advisers and be part of a team and culture that values people
Excellent opportunity to add value in this influential role
Perth Location
Shadforth Financial Group is one of Australia’s leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary certified firm. Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff.
At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people’s skills and offering careers, not just jobs.
The opportunity to join our team
We are seeking a Senior Associate Adviser (SAA) to play a pivotal role in our service delivery strategy at Shadforth.
As an SAA, you will manage the advisory needs of our existing clients while supporting our growth initiatives to onboard new clients. This role serves as a cornerstone in upholding our high standards of professional advice, client service, and ethical integrity.
The SAA is expected to set a standard for other staff in maintaining a high professional standard for all advice, client service and personal integrity. You will be mentored and developed in line with your goal progressing into a Private Wealth Adviser.
Key Responsibilities:
Take ownership and accountability for new and existing client business, including preparation and delivery of advice
Provide high-quality personal wealth management advice, ensuring clients are well-informed
Identify and address additional client needs promptly and effectively
Meet minimum Service Standards and manage to client expectations within specified timelines
Support fellow SAAs during their absence and contribute to wider team training, mentorship and workload allocation
What you will bring:
Proven experience in an Associate Adviser or Paraplanner role
Solid understanding of tax, superannuation, retirement income streams, investments, and social security
Sound experience with XPLAN financial planning software
Exceptional interpersonal and communication skills
Ability to problem-solve independently and demonstrate initiative
Passion for mentoring and developing peers
New business skills and existing client referral networks
Accountable for targets aligned with key business drivers
Real drive/passion to become a Private Wealth Adviser
Tertiary qualification in Financial Planning, Business
DFP qualified
FASEA Qualified or working towards this
Make your move. Make your mark.
What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives
If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.
Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.
Showing up for every Australian
We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.
To Apply
Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.
Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
Please note that applications from agencies will not be considered at this time.
We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.
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