This is a career-defining opportunity 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.
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.
Whether you're ready to begin your Professional Year or have recently completed your PY and AR registration, we'd love to connect.
What You'll Be Doing
Prepare for, attend and contribute to client meetings and strategy sessions
Collaborate on bespoke financial strategies
Engage in complex advice areas - investments, SMSFs, trusts, tax planning, retirement, and intergenerational wealth
Conduct investment analysis and support portfolio construction
Partner with paraplanning, client service teams, and external professionals
Deliver exceptional service and thoughtful solutions for clients
What You'll Bring
A genuine passion for building a meaningful career in financial advice
High emotional intelligence,



professionalism and a good sense of humour
Proactive, curious, and eager to learn and evolve
A drive to support clients, collaborate with colleagues, and achieve team success
1-2 years in financial advice, client service, paraplanning or related roles
What You'll Have
A calm energy level - you are steady under competing demands without feeling rushed
Strong teamwork orientation - you value working collaboratively with colleagues in the absolute best interest of the clients
Well developed numerical and verbal skills - you can easily communicate complex concepts clearly and simply
What You'll Get
Ongoing training, mentoring and a formalised career development plan
Exposure to a quality self-licensed, high-value and low-volume business, managing the complete financial affairs of HNW clients
Attend client meetings and work on strategy
Hybrid working arrangements
Education provisions and support to complete a Professional Year, if required
#J-*****-Ljbffr

📌 Associate Financial Adviser (Sydney)
🏢 Godfrey Group Recruitmentnsultancy
📍 Sydney