Godfrey Group Recruitment is recruiting an Associate Adviser for a prominent Sydney-based financial planning team. The role focuses on assisting Senior Advisers with client management, documentation preparation, and ongoing relationship development within a high-performing office in Sydney CBD.
You will collaborate with Client Service Officers to tailor SOAs/ROAs, review documents for quality, and attend client meetings to grow knowledge of complex strategies, aiming to progress toward
Associate Adviser: Paraplanning in Sydney CBD Team employer: Godfrey Group Recruitment
This self-licensed Private Wealth boutique offers a dynamic and supportive work environment, where you can thrive as an Associate Adviser. With a strong focus on employee growth, the firm provides ample opportunities for professional development and mentorship, ensuring you can build your own book of business while contributing to a team that values long-standing client relationships. Located in a community-oriented setting, the company boasts a remarkable 99% client retention rate, reflecting its commitment to excellence and trust.
