This growing financial planning firm is located in the heart of Sydney, servicing a broad client base of high-earning professionals, HNW individuals, and retirees. With a collaborative culture and a close-knit team, the firm offers a stable and supportive environment for someone who thrives on delivering a high standard of client care and operational excellence.
The Opportunity
Our client is seeking an up-and-coming Associate Adviser who is eager to elevate their practical experience in a well-reputed, well-resourced team. As part of the firm's strong growth, you will be a conduit between existing Advisers and the support teams. Based in Sydney's CBD in brand new offices, this role offers the chance to partner closely with advisers and be a key player in the client's advice journey.
The Role
- Support Senior Advisers with ongoing management of client affairs, including maintenance, strategy preparation, and progress reporting.
- Work in conjunction with Client Service Officers to tailor SOAs and ROAs for clients, reviewing final documents for quality.
- Attend client meetings alongside Advisers, for the purpose of your development and to build your knowledge across complex strategies
The Business
This growing financial planning firm is located in the heart of Sydney, servicing a broad client base of high-earning professionals, HNW individuals, and retirees. With a collaborative culture and a close-knit team, the firm offers a stable and supportive environment for someone who thrives on delivering a high standard of client care and operational excellence.
The Opportunity
Our client is seeking an up-and-coming Associate Adviser who is eager to elevate their practical experience in a well-reputed, well-resourced team. As part of the firm's strong growth, you will be a conduit between existing Advisers and the support teams. Based in Sydney's CBD in brand new offices, this role offers the chance to partner closely with advisers and be a key player in the client's advice journey.
The Role
- Support Senior Advisers with ongoing management of client affairs, including maintenance, strategy preparation, and progress reporting.
- Work in conjunction with Client Service Officers to tailor SOAs and ROAs for clients, reviewing final documents for quality.
- Attend client meetings alongside Advisers, for the purpose of your development and to build your knowledge across complex strategies
About you:
- Related degree, with clear progression toward FASEA-aligned qualifications
- Strong technical acumen, high attention to detail and proactive in approach
- Strategic in your thinking coupled with a commercial mindset
- Experience within a paraplanning, client service or other associate role preferred so that you can hit the ground running
- Have a solid understanding of tax, superannuation, retirement income streams, investments and financial products
- Be genuinely passionate and driven to succeed in this industry with impeccable communication and interpersonal skills
Associate Adviser in Sydney 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.
