Godfrey Group Recruitment jobs

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FINANCIAL ADVISER

Assist with the growth of the Wealth Management division as well as managing and growing a small existing client base. Work closely with accountants to ensure their clients have the financial planning support that they need. Assis...

CompanyGodfrey Group Recruitment
AddressDandenong, VIC
CategoryAccounting & Finance
Salary$120,000 - $140,000 a year
Job typeFull time
Date Posted a week ago See detail

Financial Adviser

Godfrey Group Recruitment

Dandenong, VIC

$120,000 - $140,000 a year

Assist with the growth of the Wealth Management division as well as managing and growing a small existing client base. Work closely with accountants to ensure their clients have the financial planning support that they need. Assis...

Client Service Manager - Implementation

Godfrey Group Recruitment

Sydney, NSW

$75,000 - $90,000 a year

New Business Applications: Superannuation, Pension and Investment application including investment of clients' funds. Process additional investments and withdrawals as requested by clients and advisers. Processing Life, TPD, Incom...

Client Service Manager

Godfrey Group Recruitment

Sydney, NSW

$75,000 - $85,000 a year

Provide seamless support to the advisers and manage the implementation of the advice. Answer general enquiries from clients, predominantly retirees. This will be in all forms, including in-person, by phone, or by email. Act as the...

Relationship Adviser - General Advice

Godfrey Group Recruitment

Melbourne, VIC

Meet with clients via an online platform to discuss their financial situation - generally around 1 issue note, this is General Advice only. Answer all client queries, be the first point of contact and provide information about t...

Financial Adviser - Insurance Specialist

Godfrey Group Recruitment

Sydney, NSW

$120,000 - $150,000 a year

The position is that of Risk adviser ideally with 3 years experience to work with a broad range of clients on all of their insurance needs. Conduct comprehensive reviews across all aspects of insurance including business risk a...

Xplan Specialist

Godfrey Group Recruitment

Brisbane, QLD

Strong understanding of XPLAN to maintain site administration settings, thread, task, opportunity and case templates, in-house SMAs, financial tools etc. Basic understanding of elements within XPLAN site administration and Portfol...

Financial Adviser

Godfrey Group Recruitment

Melbourne, VIC

$140,000 - $160,000 a year

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 advic...

Tax Manager | Business Services

Godfrey Group Recruitment

Newcastle, NSW

$120,000 - $150,000 a year

Ability to pass on your knowledge and mentor a team of tax accountants. Plenty of support and a fantastic workplace culture. Ongoing flexible working arrangements, with a balance of both the office and home. Competitive annual sal...

Private Client Adviser

Godfrey Group Recruitment

Sydney, NSW

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 advic...

Client Service Manager

Godfrey Group Recruitment

Lane Cove, NSW

Centrally based in Lane Cove. Team of 12 people - accountants and advisers. Lovely, professional and relaxed culture. Full scope of advice provided - busy and challenging work. Provide seamless support to the advisers and manage t...

Risk Adviser

Godfrey Group Recruitment

Sydney, NSW

$120,000 - $140,000 a year

The position is that of Risk adviser ideally with 3 years experience to work with a broad range of clients on all of their insurance needs. Conduct comprehensive reviews across all aspects of insurance including business risk a...

Client Relationship Manager

Godfrey Group Recruitment

Melbourne, VIC

Meet with clients online via Zoom to discuss their Digital SoAs not providing any form of personal advice - general advice only. Answer all client queries, be the first point of contact and provide information about the range o...

Senior Tax Manager

Godfrey Group Recruitment

Newcastle, NSW

$120,000 - $150,000 a year

Ability to pass on your knowledge and mentor a team of tax accountants. Plenty of support and a fantastic workplace culture. Ongoing flexible working arrangements, with a balance of both the office and home. Competitive annual sal...

Client Service Officer

Godfrey Group Recruitment

Sydney, NSW

$65,000 - $75,000 a year

Support Financial Planners by assisting in preparing for client meetings, managing documentation, and maintaining compliance. Prepare documentation for client reviews, update data, and ensure timely completion of meetings. Support...

Financial Adviser

Godfrey Group Recruitment

Sydney, NSW

$120,000 - $140,000 a year

Understanding clients immediate needs, long term objectives and level of comfort with risk. Conduct meetings with all clients and develop/adjust the overall investment strategy. Provide quality and trusted wholistic financial adv...

Client Service Officer

Godfrey Group Recruitment

Sydney, NSW

$65k - $75k + Super

Support Financial Planners by assisting in preparing for client meetings, managing documentation, and maintaining compliance. Prepare documentation for client reviews, update data, and ensure timely completion of meetings. Support...

Financial Adviser

Godfrey Group Recruitment

North Sydney, NSW

$110,000 - $140,000 a year

Understanding clients immediate needs, long term objectives and level of comfort with risk. Conduct meetings with all clients and develop/adjust the overall investment strategy. Provide quality and trusted wholistic financial adv...

Portfolio Analyst

Godfrey Group Recruitment

Sydney, NSW

$150,000 - $190,000 a year

Be an integral part of a high performing team. Utilise your financial markets knowledge. Wonderful opportunity to learn multi-faceted role. Boutique, well-regarded business in growth mode. Committed to the provision of excellenc...

Tax Manager

Godfrey Group Recruitment

Newcastle, NSW

$120,000 - $150,000 a year

Ability to pass on your knowledge and mentor a team of tax accountants. Plenty of support and a fantastic workplace culture. Ongoing flexible working arrangements, with a balance of both the office and home. Competitive annual sal...