Junior Financial Planner | Growth-focused Boutique

Godfrey Group Recruitment; Sydney; On-site; AUD 80,000 - 120,000; Full time

Job summary

Godfrey Group Recruitment is partnering with a boutique insurance advice practice in North Sydney to appoint a Financial Planner early in their career. The role focuses on servicing an existing book while contributing to organic growth, with exposure to both mass affluent and high net-worth clients.

You will work alongside a Partner, access seasoned industry expertise, and participate in growth initiatives within a boutique environment across NSW offices.

Qualifications

• 2–3 years of experience in financial planning.
• Strong ability to develop relationships with clients, staff and referral partners.
• Confident and ready to take on clients.
• Solid communication skills in all forms.
• Experience with AdviserLogic software is a plus.

Responsibilities

• Provide consistent quality advice and service to new and existing clients.
• Develop and maintain relationships with referral partners, staff and clients.
• Assist with development of complex advice strategies and recommendations.
• Assist with advice document preparation as required.
• Be an active team member and contribute ideas for growth.
• Attend new and existing client meetings with HNW accumulators and retirees.
• Attend events and travel to other NSW offices.

Skills

Client relationship management

Communication

Business development

Team collaboration

Education

FASEA Qualified

Bachelor's degree in Commerce or Business

Tools

AdviserLogic

Job description

Godfrey Group Recruitment is partnering with a boutique insurance advice practice in North Sydney to appoint a Financial Planner early in their career. The role focuses on servicing an existing book while contributing to organic growth, with exposure to both mass affluent and high net-worth clients.

You will work alongside a Partner, access seasoned industry expertise, and participate in growth initiatives within a boutique environment across NSW offices.