Senior Financial Adviser: HNW Wealth & Planning Expert

Godfrey Group Recruitment; Sydney; On-site; AUD 90,000 - 150,000; Full time

Job summary

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

Responsibilities

• 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

Skills

Client engagement

Relationship-building

Attention to detail

Communication skills

IT literate

AI literate

Organisational skills

Job description

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.