Career Opportunities at Goldsborough

Goldsborough Financial Services is a long established, and progressive Financial Planning Firm with spacious and newly renovated offices in Parkside.

We pride ourselves on our client focus and strive to better our client’s financial position.

We also understand how important it is for you to find the right career – one that is challenging and diverse, that is provided within a supportive team culture. 

We understand that embarking on the path towards a career as a Financial Adviser can present challenges. Our comprehensive training program is designed to support and guide you through each stage of this journey.

 

Step 1

Begin your career within our Administration team, where you will acquire essential knowledge and practical skills in financial planning, including:

  • Client communication
  • Document management
  • Strategy implementation

Timeframe: 12 months minimum

 

Step 2

Further develop your technical expertise by collaborating with our experienced paraplanning specialists to prepare client-focused advice documents.

Timeframe: 6 months minimum

 

Step 3

Advance to completing a Professional Year program as preparation for qualification as a Financial Adviser.

Timeframe: 12 months minimum

 

Step 4

Explore all your opportunities as a fully qualified Financial Adviser!

 

If you are interested in pursuing this pathway, we welcome the chance to discuss your aspirations further.

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Latest insights

Sitting down with a financial planner for the first time can feel a little daunting. You might be wondering what to bring, what will be asked, or simply whether you’re ready to share your personal financial information. The good news is that a first meeting is simply a conversation, and a bit of preparation goes a long way toward making it a productive one.