Godfrey Group Recruitment in Sydney CBD NSW is seeking an experienced Financial Planning Administrator or Junior Client Service professional to join a close-knit wealth management team. You will support advisers, handle client inquiries, and maintain Xplan and client databases.
The role offers permanent, long-term career progression with exposure to high-net-worth clients; ideal for organized, process-driven professionals with 1-2 years' experience in financial planning administration and strong
Financial Planning Client Services Specialist 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.
