Financial Planning Role
Bottrell Wealth is a respected financial advisory firm serving clients in Newcastle and Maitland.
* We specialise in wealth creation, superannuation, retirement planning, and insurance solutions.
About the Job:
* Assist in the preparation of customized financial plans for clients.
* Conduct research and analysis to identify suitable options for client portfolios.
* Prepare Statements of Advice (SOAs) and other client documents that meet compliance standards.
* Support the compliance process, ensuring documentation meets regulatory requirements.
Key Responsibilities:
* Develop tailored financial strategies for clients by researching, preparing, and documenting customized financial plans.
* Conduct product research and analysis to identify suitable options for client portfolios.
* Prepare SOAs and other client documents that meet compliance standards.
* Support advisers with follow-ups, updates, and strategy reviews.
Candidate Requirements:
* A degree in Financial Planning, Finance, or a related field.
* Strong analytical and research skills.
* Excellent written and verbal communication skills.
* Commitment to ongoing learning and industry development.
* Ability to work effectively within a team.
Why Choose Us?
* We provide structured training, mentorship, and development opportunities.
* Flexible working arrangements, including remote work options.
* A supportive team that values client-focused advice.
* This role offers a solid foundation for a long-term career in financial planning.