At a Glance
- Tasks: Provide quality financial advice and build strong client relationships.
- Company: A growing, well-regarded financial advice firm in North Sydney.
- Benefits: Career acceleration, mentorship from industry veterans, and a dynamic work environment.
- Other info: Opportunity to work with diverse clients and contribute to business growth.
- Why this job: Join a young, energetic team and make a real impact on clients' financial journeys.
- Qualifications: 2-3 years of financial planning experience and excellent communication skills.
The predicted salary is between 62100 - 75900 $ per year.
The Business
Our client is a well-regarded and growing advice firm. Based in a well-resourced North Sydney office with offshore support, they also service a client base in Newcastle.
The Opportunity
The business is seeking a Financial Planner early in their career to service an existing book of clients while contributing to the organic growth of the business. As a self-licensed practice, you will have exposure to a range of complexities with both mass affluent and high net-worth clients. Working alongside a Partner of the business, you will have direct access to an experienced industry veteran. In addition to the diversity of clients in various stages of wealth accumulation and retirement, this is a career accelerator within a boutique environment.
The Role
- Provide consistent quality advice and service to both new and existing clients
- Develop and maintain relationships with referral partners, other staff members and clients
- Assist with the development of complex advice strategies and recommendations
- Assist with advice document preparation as required
- Be an active team member and contribute your ideas in the growth phase of this business
- Attend new and existing client meetings - HNW accumulators, retirees/pre-retirees
About You
We love to see applications from enthusiastic and motivated professionals.
- A minimum of 2-3 years of experience in financial planning
- Ability to develop strong relationships with clients, fellow staff and other professionals including referral partners of the business
- Confident and ready to take on clients
- Excellent communications skills in all forms
- Desire to work with a young, energetic firm with ambitious growth plans and a strong professional network.
Financial Adviser 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.
