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Form of work
SalaryWith a 40-year history of successful, passionate and lifelong relationships, this business is recognised as a market leader with most importantly, a trusted name in Financial Planning. Privately owned and independent, dedicated to providing exceptional expert client service and financial education. With a presence in Queensland, New South Wales and Victoria, this business is excited about growth in the years to ahead.
The opportunity
As a result of business growth together with new acquisitions of accounting firms, an opportunity has arisen for an experienced Financial Adviser to join the business. A highly profitable client base to tap into and with partners that are committed to ensuring that the financial planning aspect of the business succeeds.
The Role
- Assist with the growth of the Wealth Management division within a thriving Business Services firm.
- Located in the heart of the Sydney CBD.
- Fully integrated Business Service firm.
- Work closely with accountants to ensure their clients have the financial planning support that they need
- Be passionate about the delivery of the best possible advice.
- Conduct meetings and reviews with all clients and develop/adjust the overall investment strategy
- Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients
Significant experience in, and understanding of, the end-to-end client relationship from a Wealth Management & Accounting perspective
- Proven expertise in managing client relationships that involve complex financial structures
- Excellent stakeholder management abilities with effective oral and written communication skills
- Decisive in actions with meticulous and rigorous attention to detail
- A portfolio of existing client relationships that you can bring with you would be highly regarded.
- A confident persona and an ability to engage clients at the senior level
- An unwavering commitment to quality and a desire to commit to a business for the longer term.
- Tertiary Qualifications in Financial Advice
If you are interested in this opportunity and feel you could be a good fit, then we want to hear from you! Click the link to apply!
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
