**About Bottrell Wealth**:
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, providing a team-oriented team environment for both our clients and employees.
**The Role**
This entry-level position is ideal for graduates in Financial Planning or Finance who want to gain hands-on experience and develop a long-term career in the field. As a Graduate Financial Planner, you'll be mentored by experienced advisers, involved in personalised client planning, and contribute to strategic solutions across superannuation, investment management, and risk protection.
**Key Responsibilities**
- **Financial Plan Development**: Support the creation of customised financial strategies tailored to client needs.
- **Product Research & Analysis**: Conduct in-depth research into investment and insurance options.
- **Client Support**: Attend client meetings, assist with follow-ups, and help manage ongoing client relationships.
- **Strategy Reviews**: Monitor and review client strategies, ensuring plans stay aligned with goals and regulatory standards.
- A recent degree in Financial Planning, Finance, or a related field.
- Strong communication skills and analytical ability, with an eye for detail.
- Commitment to the financial planning profession, with a desire for ongoing learning and industry development.
**Why Join Bottrell Wealth?**
Bottrell Wealth provides structured training, mentorship, and development opportunities, along with flexibility to work from either the Newcastle or East Maitland office. This role offers a solid foundation for a long-term career in financial planning, supported by a dedicated team that values client-focused advice and growth.
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📌 Graduate Financial Planners
🏢 Bottrell Business Consultants
📍 Newcastle