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Godfrey Group jobs

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Senior Paraplanner x 2 | Permanent or Contract

Melbourne VIC 3004•Full time

~$90k - $120k(Estimated)

KEY POINTS WE FOUND

Support senior advisers in delivering high-quality advice
Prepare and review personalised, compliant Statements of Advice (SoAs) and Records of Advice (RoAs)
Build strong relationships with the team and key stakeholders, including accountants.

Client Relationship Manager

Perth WA•Full time

~$70k - $90k(Estimated)

KEY POINTS WE FOUND

Manage a portfolio of Personal Health & Injury clients providing exceptional service.
Liaise with families, advisers, and external stakeholders to meet client financial needs.
Conduct compliance reviews and ensure adherence to trustee obligations.

Junior Financial Adviser

NSW•Full time

~$60k - $80k(Estimated)

KEY POINTS WE FOUND

Support existing clients and drive growth through referrals
Work closely with a Senior Adviser to enhance client relationships
Contribute to the Financial Advisory team and participate in industry commentary