The Business

Our client is a well-established financial planning practice with a reputation for delivering tailored advice to a high-net-worth and diverse client base. With modern offices and a strong focus on culture, they are in a growth phase and offer excellent long-term career opportunities.

The Opportunity

This is a fantastic time to join the firm, working closely with advisers and associates to support the delivery of high-quality financial advice. The role is broad and varied, giving you exposure across the full client journey — from onboarding and compliance, to preparing and implementing Statements of Advice (SoAs), liaising with clients, and assisting with financial modelling and research.

The role provides strong learning potential in a professional, fast-paced environment where staff are highly valued and well supported. For the right candidate, this is a pathway role that offers both personal development and the chance to grow within the financial planning profession.

The Role

• Manage all aspects of the client journey including onboarding, reviews, and ongoing relationships
• Assist advisers with plan preparation, product research, and modelling
• Coordinate implementation of advice and ensure compliance standards are met
• Prepare and maintain advice documents and client files in financial planning systems
• Support advisers with client meetings, follow-up, and communication
• Collaborate with the team to improve processes, systems, and workflow efficiency

About You

• 2–3 years’ experience in a financial planning practice (client services or advice support)
• Strong understanding of the advice process and compliance requirements
• Excellent relationship management and communication skills
• Highly organised with strong attention to detail and ability to juggle priorities
• Proactive, client-focused, and committed to long-term career growth
• Relevant degree or progress towards financial planning qualifications desirable

What’s on Offer

• Diverse, engaging work with exposure to a broad client base
• Structured learning and development in a supportive, collaborative team
• Long-term career opportunities in a growing financial planning business
• Competitive salary package + super

If you’re passionate about client service and looking for a role where you can learn, grow, and contribute in financial planning, we want to hear from you!

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.