The Business

This longstanding business has an enviable client base coming mainly from the legal and medical professions but also includes small family offices and corporate executives. Clients often comprise of several generations of the one family!

The Opportunity

You will be supporting one of the most senior Private Client Advisers in the business to enable the seamless servicing of clients. A service driven mentality is a must as is an ability to manage multiple priorities at once. This is a busy and fast paced role that will see you involved in a wide variety of tasks including client onboarding, assisting with business projects, anticipating the needs of clients, research, rebalancing, preparing ROA’s, financial modelling, assisting with strategy and liaising with external third-party providers.

Why Should I Apply?

• Opportunity to work with complex strategies and sophisticated clients
• Work closely with the Senior Private Client Adviser – accelerate your learning
• Gain exposure to wholesale clients
• Interactive workload, fast paced environment and busy position
• Great driven and high-caliber financial planning professionals

About You

• A minimum of 2-3 years’ experience in a financial planning firm
• Exceptional time management skills
• Excellent attention to detail – this is a must have
• A commitment to excellence with the view of providing a premium level of service to clients
• Exceptional written and verbal communication skills
• The ability to work well both in a team and individually
• Analytical and problem-solving skills
• Strong knowledge of compliance requirements
• Strong understanding of the technical components of financial strategy
• Xplan preferred
• Outstanding academic qualifications

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. We have a vast network of clients and financial professionals, and 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.