Financial Planner for HNW Growth — Boutique Practice

Godfrey Group Recruitment; Sydney; On-site; AUD 70,000 - 90,000; Full time

Job summary

Godfrey Group Recruitment is assisting a North Sydney-based advisory firm to hire a Financial Planner early in their career. You will service an existing client book while contributing to organic growth, with exposure to mass affluent and high net-worth clients.

Working with a Partner and an experienced veteran, this boutique environment offers a fast-tracked career path as the team expands and client needs grow across Newcastle and beyond.

Qualifications

• A minimum of 2-3 years of experience in financial planning.
• Ability to develop strong relationships with clients, fellow staff and other professionals including referral partners of the business.
• Confident and ready to take on clients.
• Excellent communications skills in all forms.

Responsibilities

• Provide consistent quality advice and service to both new and existing clients.
• Develop and maintain relationships with referral partners, other staff members and clients.
• Assist with the development of complex advice strategies and recommendations.
• Assist with advice document preparation as required.
• Be an active team member and contribute your ideas in the growth phase of this business.
• Attend new and existing client meetings - HNW accumulators, retirees/pre-retiree’s.

Skills

Client relationship development

Communication skills

Confidence with clients

Job description

Godfrey Group Recruitment is assisting a North Sydney-based advisory firm to hire a Financial Planner early in their career. You will service an existing client book while contributing to organic growth, with exposure to mass affluent and high net-worth clients.

Working with a Partner and an experienced veteran, this boutique environment offers a fast-tracked career path as the team expands and client needs grow across Newcastle and beyond.