Godfrey Group Recruitment – Sydney CBD NSW is seeking a proactive Review Adviser to drive the client review process, meet with clients face-to-face, and support Senior Advisers in delivering high-quality financial advice.
You will identify new opportunities, present strategies with confidence, and ensure clients feel informed and supported. The role suits detail-driven professionals who enjoy client interaction and teamwork in a boutique practice.
Client Review Adviser — Financial Planning Growth 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.
