The BusinessThis integrated financial services business works to improve the financial well-being for their broad range of mid to high-net-worth clients.
They are a recognised firm specialising in all aspects of advice and looking after their clients for the long term, with a unique footprint across regional offices in South-Western NSW and Goulburn.The OpportunityWe are looking for an individual who is eager for a strong platform to boost their financial planning career.
This Adviser will be passionate about regional clients and their unique needs, and have a genuine interest in relationship-building and excellent client service.The RoleUnderstanding clients' immediate needs,



long term objectives and level of comfort with riskConduct meetings/reviews with all clients and develop/adjust the overall investment strategyProvide quality and trusted financial adviceInvestigate alternative strategies and recommendations and continue to strengthen the relationship with the clientsManage client relationships and assist to promote and drive new businessNetwork with industry peers and established referral sources and attend / leverage seminars, sponsorships and other promotional activityAbout YouMinimum of 3 years of experience within a Financial Planning environmentCompletion of their PY, and client-readyExperience working with retirement clients an advantageBe passionate about servicing clients and interested in an prospect for the long termFASEA approved qualificationsStrong compliance, technical knowledge around legislative and regulatory requirements to provide quality advice in the client's best interestStrong sense of professionalism and a client-centric approachCommercial mindset
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📌 Senior Client Service | Junior Associate Adviser (New South Wales)
🏢 Godfrey Group Recruitment
📍 New South Wales