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 Qualified Year
3+ years of experience in Financial Planning, typically within a paraplanning, client services, or similar capacity
Robust depth and knowledge in investments, wealth creation, and wealth protection strategies
Commercially astute, with the ability to identify opportunities within existing and current clients
Confident communicator; able to hold composure with UHNW clients
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📌 Associate Adviser Private Wealth New South Wales
🏢 Godfrey Group Recruitment
📍 New South Wales