Existing Clients | Established Firm | Strong Referral Network

The Opportunity

Join a highly respected financial advisory firm with over 30 years of success, backed by a trusted accounting network delivering a steady flow of pre-qualified referrals. The business has a network of accounting firms based in several areas in Regional Victoria so we are open to candidates from other areas. This full-time, permanent role is based in Dandenong, supporting a diverse client base that includes high-net-worth individuals, business owners, and agricultural enterprises.

What You’ll Do

• Provide tailored financial advice as a trusted adviser in conjunction with accountants
• Work with clients that have an existing history with the business and ensure that they continue to be long-term, rewarding client relationships
• Manage an established client portfolio while actively driving business growth
• Collaborate with in-house accounting teams to deliver seamless financial solutions
• Travel within the Murray River region to meet clients and support expansion initiatives

What You Bring

• Proven financial planning experience, ideally within an AFSL environment
• Strong commercial insight and ability to manage complex financial structures
• Confidence engaging with high-net-worth clients and business owners
• Adaptability to accounting workflows, especially during peak periods
• Relevant FASEA-compliant qualifications and a clean compliance record

Why Join?

• Warm referrals – Lots of clients - no business development so just do what you do best - advise!
• Full support – Dedicated administration, implementation and paraplanning team lets you focus on the client
• Regional lifestyle – Work in a thriving community with genuine client relationships
• Career progression – Join a firm that values your growth and long-term success

Apply Now

If you’re a relationship-driven adviser seeking a rewarding career in the Murray River region, we want to hear from you. Apply today or contact us for a confidential chat.

About Us – The Godfrey Group

We’re a boutique Wealth Management recruitment firm with over 15 years’ experience in financial services. Our goal is to match your skills, personality, and ambitions to the best roles with trusted business partners. Benefit from our ethos of transparency and market insight.

For more roles and career advice, visit: www.godfreygroup.com.au