About the Business

This self-licensed Private Wealth boutique is well-established with 11 years of recognition as one of Australia’s Most Trusted Advisers. Their commitment to clients is evident through a 99% client retention rate, focusing on a thorough process, deep understanding, and long-standing relationships in the community. The Role

In this period of growth, the firm is looking for an ambitious, up-and-coming Adviser to help build the business.

As an Associate Adviser, you will:

- Support senior advisers in proactively managing client affairs, including annual progress meetings, compliance, and portfolio reviews.
- Get to know clients, be in meetings and immediately add value to advice process
- Prepare strategic advice documentation, financial modelling, and investment recommendations
- Collaborate with advisers and external service providers to ensure seamless client outcomes




- Conduct analysis across cashflow, debt, gearing, superannuation, and investment structures
- Take on some existing clients in time and build out your own book of business with support and guidance

About You

- Degree qualitied; FASEA compliant
- Ready to begin, or recently completed Professional Year
- 3+ years of experience in Financial Planning, typically within a paraplanning, client services, or similar capacity
- Strong depth and knowledge in investments, wealth creation, and wealth protection strategies
- Commercially astute, with the ability to identify opportunities within existing and recent clients
- Confident communicator; able to hold composure with UHNW clients

📌 Associate Adviser (Private Wealth) (Bondi)
🏢 Godfrey Group Recruitment
📍 Bondi