About this role
Associate Adviser (PERTH, WA, AU, 6000) at Shadforth Financial Group. Location: Perth, Western Australia, Australia. Role: research and analysis, client meetings, documentation and file notes Requirements: Experience in financial services as a Client Relationship Manager or Associate role; familiarity with XPLAN; completed or working towards FASEA qualification; paraplanning experience advantageous; strong client service focus; knowledge of tax, superannuation, retirement income, investments. Category: Finance and Accounting Seniority: Mid Level Tools: XPLAN, Financial planning software Commitment: Full Time Workplace: Hybrid Languages: English