Job Description

This is a career-defining prospect for someone eager to learn under expert mentorship, partner with sophisticated clients, and build a successful long-term future in a firm that values professionalism, impact, and meaningful relationships.

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We are looking for an outstanding communicator and a natural relationship builder - a team player who is motivated by growth and excellence who is ready to take on an Associate Adviser position.

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Whether you're ready to begin your Professional Year or have recently completed your PY and AR registration, we'd love to connect.

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What You'll Be Doing

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- Prepare for, attend and contribute to client meetings and strategy sessions
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- Collaborate on bespoke financial strategies
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- Engage in complex advice areas - investments, SMSFs, trusts, tax planning, retirement, and intergenerational wealth
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- Conduct investment analysis and support portfolio construction
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- Partner with paraplanning, client service teams, and external professionals
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- Deliver exceptional service and thoughtful solutions for clients
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What You'll Bring

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- A genuine passion for building a meaningful career in financial advice
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- High emotional intelligence, professionalism and a good sense of humour
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- Proactive, curious, and eager to learn and evolve
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- A drive to support clients, collaborate with colleagues, and achieve team success
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- 1-2 years in financial advice, client service, paraplanning or related roles
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What You'll Have

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- A calm energy level - you are steady under competing demands without feeling rushed
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- Strong teamwork orientation - you value working collaboratively with colleagues in the absolute best interest of the clients
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- Well developed numerical and verbal skills - you can easily communicate complex concepts clearly and simply
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What You'll Get

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- Ongoing training, mentoring and a formalised professional development plan
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- Exposure to a quality self-licensed, high-value and low-volume business, managing the complete financial affairs of HNW clients
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- Attend client meetings and work on strategy
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- Hybrid working arrangements
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- Education provisions and support to complete a Professional Year, if required
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📌 Associate Financial Adviser (Saint Leonards)
🏢 Godfrey Group Recruitmentnsultancy
📍 Saint Leonards