The Business
This integrated financial services business works to improve the financial well-being for their broad range of mid to high-net-worth clients. They are a recognised firm specialising in all aspects of advice and looking after their clients for the long term, with a unique footprint across regional offices in South-Western NSW and Goulburn.
The Opportunity
We are looking for an individual who is eager for a strong platform to boost their financial planning career. This Adviser will be passionate about regional clients and their unique needs, and have a genuine interest in relationship-building and excellent client service.
The Role
- Understanding clients' immediate needs, long term objectives and level of comfort with risk
- Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy
- Provide quality and trusted financial advice
- Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients
- Manage client relationships and assist to promote and drive new business
- Network with industry peers and established referral sources and attend / leverage seminars, sponsorships and other promotional activity
About You
- Minimum of 3 years of experience within a Financial Planning environment
- Completion of their PY, and client-ready
- Experience working with retirement clients an advantage
- Be passionate about servicing clients and interested in an opportunity for the long term
- FASEA approved qualifications
- Strong compliance, technical knowledge around legislative and regulatory requirements to provide quality advice in the client's best interest
- Strong sense of professionalism and a client-centric approach
- Commercial mindset
Senior Client Service | Junior Associate 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.
