Associate Adviser (Private Wealth)

Godfrey Group Recruitment; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

Godfrey Group Recruitment is seeking an ambitious Associate Adviser for a growing Private Wealth boutique in Sydney. You will support senior advisers, attend client meetings, and help deliver tailored financial planning and investment strategies.

You should be degree qualified, FASEA compliant, and have 3+ years of experience in financial planning, with knowledge across investments, wealth creation and protection. The role offers exposure to UHNW clients within a supportive environment.

Qualifications

• Degree qualified; FASEA compliant.
• Ready to begin, or recently completed Professional Year.
• 3+ years of experience in Financial Planning, typically within a paraplanning, client services, or similar capacity.
• Strong depth and knowledge in investments, wealth creation, and wealth protection strategies.
• Commercially astute, with the ability to identify opportunities within existing and new clients.
• Confident communicator; able to hold composure with UHNW clients.

Responsibilities

• Support senior advisers in proactively managing client affairs, including annual progress meetings, compliance, and portfolio reviews.
• Get to know clients, be in meetings and immediately add value to advice process.
• Prepare strategic advice documentation, financial modelling, and investment recommendations.
• Collaborate with advisers and external service providers to ensure seamless client outcomes.
• Conduct analysis across cashflow, debt, gearing, superannuation, and investment structures.
• Take on some existing clients in time and build out your own book of business with support and guidance.

Skills

Client management

Financial modelling

Investment knowledge

Compliance

Communication

UHNW clients

Education

Degree qualified

FASEA compliant

Professional Year completed

Job description

About the Business

This self-licensed Private Wealth boutique is well-established with 11 years of recognition as one of Australia’s Most Trusted Advisers. Their commitment to clients is evident through a 99% client retention rate, focusing on a thorough process, deep understanding, and long-standing relationships in the community.

The Role

In this period of growth, the firm is looking for an ambitious, up-and-coming Adviser to help build the business.

As an Associate Adviser, you will:

• Support senior advisers in proactively managing client affairs, including annual progress meetings, compliance, and portfolio reviews.
• Get to know clients, be in meetings and immediately add value to advice process
• Prepare strategic advice documentation, financial modelling, and investment recommendations
• Collaborate with advisers and external service providers to ensure seamless client outcomes
• Conduct analysis across cashflow, debt, gearing, superannuation, and investment structures
• Take on some existing clients in time and build out your own book of business with support and guidance

About You

• Degree qualitied; FASEA compliant
• Ready to begin, or recently completed Professional Year
• 3+ years of experience in Financial Planning, typically within a paraplanning, client services, or similar capacity
• Strong depth and knowledge in investments, wealth creation, and wealth protection strategies
• Commercially astute, with the ability to identify opportunities within existing and new clients
• Confident communicator; able to hold composure with UHNW clients