Senior Financial Adviser

Godfrey Group Recruitment; Sydney; Sur place; AUD 90 000 - 150 000; Plein temps

Résumé du poste

Godfrey Group Recruitment in Sydney CBD NSW is seeking an experienced Financial Adviser to take on a book of clients, deliver exceptional service and grow it over time.

The role involves expanding technical capabilities across structuring, trusts, tax, investments and SMSFs, while ensuring all advice remains appropriate, compliant and well-documented. The candidate will work with internal teams and external networks, with energy and long-term ambitions.

Qualifications

• 4 years+ financial planning experience
• Experience serving high net worth clients is advantageous
• Capability to engage busy professionals and senior leaders

Responsabilités

• Manage all aspects of the advice relationship with clients and ensure delivery is second to none
• Expand on technical capabilities including structuring, trusts, tax, investments and SMSFs
• Ensure all advice is appropriate and compliant and client documents are thoroughly reviewed
• Manage stakeholder relationships internally and with external professionals and develop referral networks
• Maintain a commercial mindset that aligns client needs with business interests

Connaissances

Client engagement

Relationship-building

Attention to detail

Communication skills

IT literate

AI literate

Organisational skills

Description du poste

Godfrey Group Recruitment – Sydney CBD NSW

The Business

This wealth management advisory firm possesses a strong reputation and specialises in wealth preservation, estate planning, financial management strategies and investment management. Their HNW personal and business client base highly regard the strong business ethics which facilitate the consistent growth of the business.

The Opportunity

This opening is for an experienced Financial Adviser who is ready to take on a book of clients, provide exceptional service and grow it over time. The team is established, with corporate structures and resources and are close-knit, driven and process-centric financial professionals. You will assist in providing seamless client engagement, appropriate advice and timely delivery. You will also work with the broader team and licensee and assist to train, mentor and coach others along the way.

Ideal for a self-motivated and organised individual with a passion for highly personalised advice, delivered in a professional way. This varied and exciting opening is suited to someone who has at a minimum 4 years’ experience and looking for their next long-term opportunity. This role requires energy, enthusiasm and a commitment to clients. The work is complex, challenging, interesting and incredibly varied. A role for someone with long-term ambitions, you will grow with the business, build on your existing skill set and your professional network. The role provides the opportunity to work with HNW and UHNW clients.

The Role

• Manage all aspect of the advice relationship with clients and ensure delivery is second to none
• Expand on your technical capabilities as you look at structuring, trusts, tax, investments and SMSF’s
• Ensure all advice is appropriate and compliant and that all client documents are reviewed extensively
• Manage all stakeholder relationships – internally and externally as well as development of additional professional referral networks
• Commercial in approach – understands the levers and keeps both the client and interests of the business are the forefront

The Candidate

We would love to see applications from enthusiastic and professional individuals who have:

• A natural ability to engage with people directly, particularly busy professionals, high net worth individuals and senior people within business
• Well-developed technical skills and a natural desire to continuously learn in this area
• IT and AI literate
• Highly developed relationship-building skills
• Outstanding attention to detail with superb organisational skills
• Excellent communication abilities - both written and verbal
• At least 4 years of financial planning experience