Associate Adviser

Godfrey Group Recruitment; Sydney; On-site; AUD 70,000 - 100,000; Full time

Job summary

Godfrey Group Recruitment in Sydney is seeking an up-and-coming Associate Adviser to elevate their career by learning alongside respected advisers. You’ll bridge Senior Advisers and support teams, partnering with advisers to guide clients through the advice journey, with scope to grow and pursue further studies or a PY while remaining in the Associate track.

You’ll join a high-calibre, client‑facing team serving diverse professionals, HNW individuals and retirees, and will contribute to

Qualifications

• Related degree and commencement of Financial Planning qualifications.

Responsibilities

• 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.

Skills

Technical acumen

Attention to detail

Proactive

Strategic thinking

Commercial mindset

Tax and superannuation knowledge

Financial products knowledge

Communication skills

Interpersonal skills

Client service experience

Education

Related degree

Commencement of Financial Planning qualifications

Job description

This financial planning boutique has been enormously successful over the last several years both in terms of client growth and it's ability to attract, retain and promote some seriously talented individuals. Based in the Sydney CBD with offices interstate, they service a large and diverse client book covering high-earning professionals, HNW individuals and retirees.

The supportive, well-resourced team has produced several nominees for IFA Excellence Awards, Australian Wealth Management Awards, and winners of Barron’s Top Financial Advisers in Australia.

They deliver exceptional client outcomes and therefore they employ exceptional people so that clients can experience continuity, trust and relationships that develop over time.

The Business

This financial planning boutique has been enormously successful over the last several years both in terms of client growth and it's ability to attract, retain and promote some seriously talented individuals. Based in the Sydney CBD with offices interstate, they service a large and diverse client book covering high-earning professionals, HNW individuals and retirees.

The supportive, well-resourced team has produced several nominees for IFA Excellence Awards, Australian Wealth Management Awards, and winners of Barron’s Top Financial Advisers in Australia.

They deliver exceptional client outcomes and therefore they employ exceptional people so that clients can experience continuity, trust and relationships that develop over time.

The Opportunity

The firm is looking for an up-and-coming Associate Adviser who is eager to elevate their career by learning alongside well-respected and experienced advisers. To facilitate the firm’s growth, you will be the conduit between the Senior Advisers and the support teams. This role offers the chance to partner closely with advisers and be a key player in the client's advice journey. The business is happy to support additional studies or facilitate a PY but we do need people who are happy to stay in the Associate position until all of your skills are developed.

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:

• Prior experience in an senior client service, paraplanning or junior associate role
• Related degree and commencement of Financial Planning qualifications
• Strong technical acumen, high attention to detail and proactive in approach
• Strategic in your thinking coupled with a commercial mindset
• 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