Associate Adviser: Grow with Senior Advisers | Study Support

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

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