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Form of work
SalaryOur client is a growing business that places great importance on a detailed technical approach to asset allocation when constructing and maintaining investment portfolios. The business places great emphasis on each person’s individual circumstances, with a specialist approach to advice they have cultivated a successful practice with a strong emphasis on compliance. They value knowledge and development, to stay ahead of the curve whether that be regulatory or market forces.
The Opportunity
The opportunity is exciting as it is looking after a growing book of clients – you’ll be meeting with new clients under the mentorship of the principal Senior Financial Adviser. We are looking for individuals who are passionate about advice and relationships who can provide an excellent level of client service. In addition to constructing complex investment portfolios for High Net Wealth individuals, you’ll be providing advice on tax minimization matters, retirement planning, superannuation and risk insurance.
The Role
- 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 advice.
- Investigate alternative strategies and recommendations and continue to strengthen the relationship with the client.
- Ensuring accuracy and compliance of client files and advice documentation.
- Assist providing guidance and technical direction to paraplanners and implementation staff.
- Minimum 3 years’ experience as a Financial Adviser.
- Willingness to learn and become an industry pro.
- Must have experience with strategic investment, superannuation and insurance.
- Be passionate about servicing clients and interested in an opportunity for long term career development.
- Must have FASEA approved qualifications.
- Strong compliance, technical knowledge around legislative and regulatory requirements to provide quality advice in the client’s best interest.
- An ability to handle a growing client book and be comfortable with multi-tasking.
- Strong sense of professionalism and a client-centric approach
- Have excellent organisational and prioritisation skills.
- Applicants who are looking for a long-term option in their career would be highly regarded.
A little piece about us, the Godfrey Group
We are a boutique Wealth Management recruitment agency, specialising in the Financial Services Industry for the last 15 years. With our vast network of clients and financial professionals, our goal is to match your skills, personality, and competencies to one of our trusted business partners, giving you the best chance possible of finding your ideal job. Benefit from our ethos of transparency
