This financial planning boutique is growing through acquisitions and organic growth. Based in the Sydney CBD, they service a large and diverse client book covering high-earning professionals, HNW individuals and retirees.
The supportive, well-resourced team has produced several nominees for IFA Excellence Awards, Australian Wealth Management Awards, and winners of Barron's Top Financial Advisers in Australia.
In addition to a highly capable team, the firm values a high standard of client care and operational excellence.
The Chance
The firm is looking for an up-and-coming Associate Adviser who is eager to elevate their career by learning alongside well-respected industry veterans. To facilitate the firm's growth, you will be a conduit between existing Advisers and the support teams. This role offers the chance to partner closely with advisers and be a key player in the client's advice journey.
The Role
Support Senior Advisers with ongoing management of client affairs, including maintenance, strategy preparation,



and progress reporting.
Work in conjunction with Client Service Officers to tailor SOAs and ROAs for clients, reviewing final documents for quality.
Attend client meetings alongside Advisers, for the purpose of your development and to build your knowledge across complex strategies
About you:
Prior experience in an Associate Adviser or similar role
Related degree, with transparent progression toward FASEA-aligned qualifications
Solid technical acumen, high attention to detail and proactive in approach
Strategic in your thinking coupled with a commercial mindset
Have a solid understanding of tax, superannuation, retirement income streams, investments and financial products
Be genuinely passionate and driven to succeed in this industry with impeccable communication and interpersonal skills
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📌 Associate Financial Adviser Sydney
🏢 Godfrey Group Recruitmentnsultancy
📍 Sydney