Financial Adviser

Godfrey Group Recruitment; Brisbane; Sur place; AUD 85 000 - 120 000; Plein temps

Résumé du poste

Godfrey Group Recruitment is seeking an experienced Financial Adviser to join a privately-owned wealth management and advisory firm in the Brisbane CBD. You will work with high-value, complex clients, delivering tailored investment strategies and trusted financial advice.

With 3–5 years in financial advisory and ASIC qualifications, you will thrive in a fast-paced, client-centric environment, managing risk and building lasting client relationships for long-term success.

Qualifications

• 3 to 5 years of experience in Financial Advisory.
• Experience working with HNW individuals is an advantage.
• ASIC approved qualifications.
• Strong compliance and regulatory knowledge to provide quality advice.
• Professionalism and client-centric approach.
• Ability to generate referrals from existing client base.
• Organisational and prioritisation skills.

Responsabilités

• Understand clients’ needs, long-term objectives and risk tolerance.
• Conduct meetings/reviews with clients and develop investment strategy.
• Provide quality and trusted financial advice.
• Investigate alternatives and strengthen client relationships.
• Ensure accuracy and compliance of client files and advice documentation.
• Guide paraplanners and implementation staff.

Connaissances

Financial Advisory

HNW clients

ASIC qualifications

Compliance awareness

Client-centric

Referral generation

Description du poste

The Business

Our client is a privately-owned, national wealth management and advisory firm with a multi-decade track record advising high-net-worth individuals, business owners, and families across Australia.

The Opportunity

The team is looking for an experienced Financial Adviser to join in their Brisbane CBD office. As part of a well-supported business, this Adviser will join a team of community-driven professionals with a client-first mindset. With an existing book of high-value, complex clients, the ideal Adviser will be confident in managing HNW relationships, with a long-term career ambition to succeed within the industry.

The Role

• Understanding clients’ immediate needs, long term objectives and level of comfort with risk
• Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy
• Provide quality and trusted financial advice
• Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients
• Ensuring accuracy and compliance of client files and advice documentation
• Assist providing guidance and technical direction to paraplanners and implementation staff

About You

• 3 to 5 years of experience in Financial Advisory
• Experience working with HNW individuals an advantage.
• Be passionate about servicing clients and interested in an opportunity for the long term.
• ASIC approved qualifications.
• Strong compliance, technical knowledge around legislative and regulatory requirements to provide quality advice in the client’s best interest.
• Strong sense of professionalism and a client-centric approach.
• Highly motivated with an ability to generate referrals from existing client base.
• Organisational and prioritisation skills.
• Fast-paced, dynamic environment.