Bottrell Wealth is an established, client-focused financial advisory firm operating in Newcastle and East Maitland. Our team specialises in comprehensive financial solutions, with expertise across wealth creation, retirement planning, investment management, superannuation, insurance, and tax-effective strategies. Our commitment is to deliver customised, high-quality advice that empowers clients to achieve their financial aspirations.
Role Overview:
We are looking for an experiencedqualified Financial Plannerwith adegree in Financial Planningto join our dynamic team. This role offers the flexibility to work from either our Newcastle or East Maitland offices, providing clients with personalised financial advice while benefiting from a collaborative network of accountants and tax specialists.
Key Responsibilities:
* Client-Centric Financial Strategy Development: Analyse clients' unique financial circumstances to develop, implement, and manage comprehensive plans that include investment management, retirement planning, and risk mitigation.
* Superannuation and Investment Advice: Advise on superannuation and investment strategies, including risk-adjusted portfolio management to support clients' financial growth and stability.
* Retirement and Insurance Planning: Develop retirement solutions tailored to secure long-term financial independence, and provide advice on insurance products to protect clients and their assets.
* Ongoing Client Relationship Management: Foster strong, enduring relationships, conducting regular reviews and proactive adjustments to strategies based on clients' evolving goals and market trends.
* Integrated Service Collaboration: Work closely with Bottrell's accounting and tax teams to ensure clients receive holistic financial support, aligning financial planning strategies with tax efficiencies and business goals.
Candidate Requirements:
* Degree in Financial Planningwith industry qualifications such as CFP or FASEA compliance.
* In-depth knowledge of financial products, legislative requirements, and regulatory standards within the Australian financial landscape.
* Proven ability to develop and maintain long-term client relationships, with a commitment to ongoing client support and satisfaction.
* Strong ethical grounding and dedication to upholding industry compliance and best practices.
Benefits of Working with Bottrell Wealth:
At Bottrell Wealth, you'll join a supportive, growth-oriented environment with opportunities for professional development and career advancement. We offer a competitive salary package, collaborative work culture, and the flexibility to work in either our Newcastle or East Maitland offices.
Application Process:
If you're ready to advance your career with a dedicated, client-focused team, we'd love to hear from you. Submit your application today, or reach out to us at office@bottrellaccounting.com.auor (02) 4933 6888 with any questions.
Learn More:
For further information, please visit our website:www.bottrellwealth.com.au
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