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Private client adviser

Newcastle
Peoplefusion
Posted: 11 September
Offer description

Build strong, lasting client relationships while delivering strategic financial advice

Be part of a collaborative, high-performing and growth-focused team

Real opportunity for strategic influence in the business


About Pitcher Partners Newcastle and Hunter

Pitcher Partners Newcastle and Hunter is a leading accounting and advisory firm supporting a broad range of clients among the region, in a range of industries. With a team of 120 people across their Newcastle and Maitland offices, they are proud of the evolution of their team culture since a company merger took place nearly four years ago: considered one of inclusiveness and collaboration across cross-functional teams.

The Pitcher Partners Private Wealth team is seeking an experienced and personable Private Client Adviser to join the team. This is a unique opportunity to work within a nationally respected firm, renowned for its commitment to client success, professional excellence, and team collaboration.


About the opportunity

As a Private Client Adviser, you'll take ownership of a portfolio of valued clients, delivering personalised, high-quality advice aligned to their goals. You'll be supported by a strong internal team, innovative technology, and a workplace culture that genuinely celebrates success and encourages growth.

As part of the Private Wealth team at Pitcher Partners, you will:

* Manage and grow a portfolio of high-calibre clients by providing tailored, strategic financial advice.

* Build and maintain strong, trust-based relationships with clients, professional referrers, and internal stakeholders.

* Identify new business opportunities and contribute to the continued growth and direction of the business.

* Lead the delivery of advice strategies from development through to implementation, ensuring compliance and high standards at every stage.

* Play an active role in mentoring, coaching, and supporting the development of team members.


Why Pitcher Partners?

Joining Pitcher Partners means becoming part of a collaborative and values-led organisation. They are large enough to provide breadth and opportunity; small enough to ensure your contribution is visible and valued.

As part of our Private Wealth team, you'll gain access to a high-performing and supportive environment, a respected brand, and real opportunities for professional and personal development.


About you

To be successful in this role, you will bring a blend of strategic capability, strong relationship management skills and a genuine passion for supporting clients. You will have:

* Certified Financial Planner designation and Authorised Representative status.

* Proven ability to deliver high-quality, technically sound advice with a client-first mindset.

* Excellent communication skills, with the ability to simplify complex strategies and build strong relationships.

* High level of self-motivation, time management, and attention to detail.

* Strong business acumen with a drive to identify opportunities and contribute to the firm's strategic goals.

* Experience with financial planning software and Microsoft Office suite.


How to apply

To access a copy of the Success Profile Pack, including a detailed position description, please click here

To learn more about key responsibilities, company culture and associated benefits of this opportunity, please contact Louise Mann on or Amanda MacGregor on for a confidential discussion. Alternatively, click "Apply " to submit your covering letter and CV, outlining your motivation for this opportunity and how you believe your experience aligns.

Applications Close date: Tuesday 23rd September, 2025.

At peoplefusion we don't just accept diversity and inclusion —we celebrate it We strive to create an environment of equal opportunity regardless of race, gender, sexual orientation, gender identity or expression, lifestyle, age, religion or physical ability, and welcome applications from people from all backgrounds. If you require any assistance with your application please don't hesitate to contact us.

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