Junior Financial Adviser

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

The Business
Our client is an international professional services network with an award-winning presence in Australia. The Private Wealth team is growing quickly, following a similar trajectory to other service lines across the business. By providing both retail and wholesale financial advice, this firm supports their clients with an all-encompassing offering.

The Opportunity

The Private Wealth team is seeking a Financial Adviser to support and existing cohort of clients, and drive growth through both internal and external referrals. The team is well-resourced to support administration and research, so you can focus on client relationships and developing strategic opportunities.

The ideal candidate will be encouraged to participate in industry commentary, contribute to thought leadership, and maintain a strong presence through online channels and events.

Key Responsibilities

• Working with the Senior Adviser, you will be providing capacity whilst also driving growth, capability and strategy
• Learn and understand the client engagement model and the value proposition for each service area of the broader business
• Build and develop trusted and robust relationships with the Albury team as well as the wider group and key stakeholders within the business
• Contribute strongly to the Financial Advisory team and actively drive the successful transition of some client relationships and the development of others
• Assist to grow and build on the capability of the team and be active in your participation within group wide technical forums

About You

• ASIC-approved Financial Planning qualifications; or ready to commence your Professional Year
• Significant experience in, and understanding of, the end-to-end client relationship from a Wealth Management & Accounting perspective
• Proven expertise in managing senior client relationships that involve complex financial structures
• Be familiar with and keen to develop and drive strategic initiatives that will assist marketing and the overall client acquisition process
• Substantial knowledge of the financial services industry as whole, including legislation and regulatory obligations with experience essential in Accounting, Tax, Superannuation, Insurance & Investments
• A confident persona and an ability to engage clients at the senior level
• A strong desire to progress your career and someone who is seeking a long term, stable and well-resourced corporate environment