Our client is a scaling, well-funded firm moving through an exciting phase of growth. As part of this journey, they have acquired a few firms and are consolidating their offices into the Sydney CBD.
This boutique advisory firm is in an exciting phase of growth following a recent acquisition and an office consolidation. The practice is relationship-driven and delivers holistic advice to HNW individuals. Based in the CBD, the firm has been established for 15 years and is expanding their team to embark on the next leg of this ambitious growth journey.
The Opportunity
As a Senior Financial Adviser, you will help transition a book of clients from a recently acquired practice, and facilitate business growth through new clients, organic referrals, and channel relationships. The clients are predominantly business owners, executives, and their families.
The team are well-supported with administrators, client service staff, and outsourced paraplanning support. Performance is measured through client outcomes, growth, and quality relationships – therefore flexibility is both available and encouraged.
An ideal candidate is an ambitious, experienced Adviser looking to apply their commercial acumen to contribute directly in the growth of a well-resourced practice. With a clear pathway to partnership,
this position can become a platform on which to continue a highly successful career.
The business is passionate about developing relationships at a deep level and therefore go above and beyond to ensure the client has the best experience possible - the goal is to keep it simple for the client.
Key Responsibilities
- Take on an existing book of high net worth and quality clients
- Contribute to a qualified team and assist to mentor more junior advisers
- Build long-term relationships and deliver high-quality advice
- Assess strategies, review goals, adjust investment approach as required
- Maintain excellent compliance and documentation standards
- Identify growth opportunities within the client base
- Take the lead on Business Development initiatives through several commercial channels
About You
- ASIC Approved Financial Adviser with 5+ years of experience
- Highly experienced with complex structures, investments, and HNW-specific advice
- Equally passionate about client outcomes
- Relationship-driven and commercially-minded
- Experience in successful, sustained revenue growth
- Comfort with an HNW-focused client book
- Ability to work independently and alongside a motivated, high-performing team
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📌 Senior Financial Adviser (New South Wales)
🏢 Godfrey Group Recruitment
📍 New South Wales
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