The Business

With offices in Norwest & North Sydney, this established financial advisory business works to improve the financial well-being for their broad range of mid to high-net-worth clients. They are a recognised firm specialising in all aspects of advice and looking after their clients for the long term. Highly regarded and professional with an incredible record of industry involvement.

Culture is important to them, and they aim to achieve best practice in all that they do. They value working as a team as well as supporting each other in their efforts to service clients. They have a very efficient and professional operational set up with full utilisation of systems and process.

The Opportunity

We are seeking an experienced industry professional who is passionate about financial advice and building strong client relationships while delivering exceptional service. A dedicated career practitioner who has honed their expertise and is ready to elevate it to the next level.

This firm is looking for someone with energy, passion, and drive—most importantly, someone who can expertly manage a high-quality client portfolio while fostering its growth. While they value experienced advisers, they are particularly interested in individuals who are committed to contributing to the business for the long term.

Ideally, we would love to connect with professionals who have solid advice experience and are looking for stability and growth within an established firm. Those eager to expand their impact—whether through thought leadership or contributing to the broader industry—will be highly regarded.

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
• Manage client relationships and assist to promote and drive new business
• Network with industry peers and established referral sources and attend / leverage seminars, sponsorships and other promotional activity

About You

• Minimum of 5 years of experience as a Financial Adviser
• Experience working with HNW individuals an advantage
• Be passionate about servicing clients and interested in an opportunity for the long term
• FASEA approved qualifications
• Strong compliance, technical knowledge around legislative and regulatory requirements to provide quality advice in the client’s best interest
• Strong sense of professionalism and a client-centric approach
• Commercial mindset

Why Should I Apply?

• Long-term opportunity.
• Excellent salary package + Equity Options
• Gain exposure and insight from leading Industry professionals
• Norwest presence also

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, honesty, and care to get your career heading in the right direction.