The Business
Our client is one of Australia's largest privately-owned and operated financial services firms nationally. Their NSW office is growing rapidly, and a new Risk Advice team is being built alongside an established Private Wealth offering.
The Opportunity
The firm is looking for a highly capable Risk/Insurance Adviser to join the new Risk Advice team in Sydney. You will work closely with existing Wealth Advisers to service existing clients, while also leveraging external relationships to attract new clients.
The calibre of clients includes HNW-UHNW individuals, high-earning professionals, and family groups. In a firm with multiple award-winning Advisers, this is an unparalleled opportunity build and shape a new service line.
The Role
Understanding clients' immediate needs, long term objectives and level of comfort with risk




Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy
Provide quality and trusted financial advice
Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients
Ensuring accuracy and compliance of client files and advice documentation
Assist providing guidance and technical direction to paraplanners and implementation staff
About You
Up-to-date FASEA approved qualifications
Solid understanding and experience with Insurance and Risk Advice
Confident in building referral relationships internally and externally
Strong, effective spoken and written communication
Comfortable working with HNW, and high-earning professional clients
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📌 Financial Adviser (Risk/Insurance) (Sydney)
🏢 Godfrey Group Recruitment
📍 Sydney