Job Description
This is a career-defining chance 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 (Victoria)
🏢 Godfrey Group Recruitmentnsultancy
📍 Victoria