Financial Adviser: Grow Wealth, Lead Client Relationships

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

Job summary

Godfrey Group Recruitment represents an international professional services network seeking a Financial Adviser for its Private Wealth team in Albury, NSW. You will support existing clients and drive growth through referrals, while leveraging strong research support and administrative backing.

The role emphasizes client engagement, strategic opportunity development, and active involvement in thought leadership and external events to expand the client base.

Qualifications

• ASIC-approved Financial Planning qualifications or ready to commence Professional Year.
• Significant experience in end-to-end client relationships from Wealth Management & Accounting perspective.
• Proven expertise in managing senior client relationships with complex financial structures.

Responsibilities

• Work with the Senior Adviser to support growth, capability and strategy.
• Learn and understand the client engagement model and value proposition for service areas.
• Build and develop trusted relationships with the Albury team and wider group.
• Contribute to the Financial Advisory team and transition client relationships.
• Grow team capability and participate in group technical forums.

Skills

Client relationship management

Wealth management

Regulatory knowledge

Strategic initiatives

Education

ASIC-approved Financial Planning qualifications

Tools

CRM systems

Job description

Godfrey Group Recruitment represents an international professional services network seeking a Financial Adviser for its Private Wealth team in Albury, NSW. You will support existing clients and drive growth through referrals, while leveraging strong research support and administrative backing.

The role emphasizes client engagement, strategic opportunity development, and active involvement in thought leadership and external events to expand the client base.