Associate Financial Adviser

Godfrey Group Recruitment & Consultancy; St Leonards; Hybrid; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid working arrangements

Professional Year support

Job summary

Godfrey Group Recruitment & Consultancy invites a motivated Associate Adviser to grow under expert mentorship and build a long-term career in financial advice. You will engage with high-caliber clients, participate in meetings, and contribute to strategy while developing technical proficiency.

Ideal candidates bring 1–2 years in financial advice or related roles, strong communication, and teamwork. A hybrid work arrangement supports ongoing professional development and client service excellence.

Qualifications

• A genuine passion for building a meaningful career in financial advice.
• High emotional intelligence, professionalism and a good sense of humour.
• Proactive, curious, and eager to learn and evolve.
• A drive to support clients, collaborate with colleagues, and achieve team success.
• 1-2 years in financial advice, client service, paraplanning or related roles.

Responsibilities

• Prepare for, attend and contribute to client meetings and strategy sessions.
• Collaborate on bespoke financial strategies.
• Engage in complex advice areas - investments, SMSFs, trusts, tax planning, retirement, and intergenerational wealth.
• Conduct investment analysis and support portfolio construction.
• Partner with paraplanning, client service teams, and external professionals.
• Deliver exceptional service and thoughtful solutions for clients.

Skills

Communication

Relationship building

Teamwork

Learning mindset

Financial advice experience

Education

Professional Year completed

AR registration completed

Job description

This is a career-defining opportunity for someone eager to learn under expert mentorship, partner with sophisticated clients, and build a successful long-term future in a firm that values professionalism, impact, and meaningful relationships.

We are looking for an outstanding communicator and a natural relationship builder - a team player who is motivated by growth and excellence who is ready to take on an Associate Adviser position.

Whether you're ready to begin your Professional Year or have recently completed your PY and AR registration, we'd love to connect.

What You'll Be Doing

• Prepare for, attend and contribute to client meetings and strategy sessions
• Collaborate on bespoke financial strategies
• Engage in complex advice areas - investments, SMSFs, trusts, tax planning, retirement, and intergenerational wealth
• Conduct investment analysis and support portfolio construction
• Partner with paraplanning, client service teams, and external professionals
• Deliver exceptional service and thoughtful solutions for clients

What You'll Bring

• A genuine passion for building a meaningful career in financial advice
• High emotional intelligence, professionalism and a good sense of humour
• Proactive, curious, and eager to learn and evolve
• A drive to support clients, collaborate with colleagues, and achieve team success
• 1-2 years in financial advice, client service, paraplanning or related roles

What You'll Have

• A calm energy level - you are steady under competing demands without feeling rushed
• Strong teamwork orientation - you value working collaboratively with colleagues in the absolute best interest of the clients
• Well developed numerical and verbal skills - you can easily communicate complex concepts clearly and simply

What You'll Get

• Ongoing training, mentoring and a formalised professional development plan
• Exposure to a quality self-licensed, high-value and low-volume business, managing the complete financial affairs of HNW clients
• Attend client meetings and work on strategy
• Hybrid working arrangements
• Education provisions and support to complete a Professional Year, if required