Associate Adviser

Proven Experience in financial services as a Client Relationship Manager or Associate role

Completed or working towards FASEA qualification (advantageous)

Familiarity with XPLAN financial planning software

Strong initiative and judgement in problem-solving situations

Paraplanning experience would be (advantageous)

Passionate about delivering positive outcomes for clients and colleagues, demonstrating hard work and resilience

Sound understanding of tax, superannuation, retirement income streams, investments, and social security

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”.

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.

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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