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Job Title: Financial Planner

Company: Bottrell Business Consultants Pty Ltd

Location: Newcastle & Maitland (45 Hunter Street, Newcastle & 93 Lawes Street, East Maitland)

 

Are you a qualified financial planner looking for a new opportunity to grow your career? Bottrell Business Consultants Pty Ltd is seeking a highly motivated and experienced Financial Planner to join our team at our offices in Newcastle and Maitland.

Our company is a leading provider of accounting, tax, business advisory, and financial planning services in the Newcastle and Maitland areas. We are dedicated to helping our clients achieve their financial goals by providing expert advice and personalized service. Our two office locations are in Newcastle and East Maitland.

As a Financial Planner with Bottrell Business Consultants, you will have the opportunity to work with a wide range of clients, from professionals and high-net-worth individuals to small to medium-sized business owners and their families. You will be responsible for managing the advice needs of existing clients, converting prospective clients, and introducing new clients to our company.

Key Responsibilities:

  • Manage the advice needs of existing clients
  • Convert prospective clients and introduce new clients to the company
  • Provide expert financial planning advice and guidance to clients
  • Build strong client and referral partner relationships
  • Stay up-to-date on industry developments and regulations
  • Collaborate with other team members to provide comprehensive financial planning solutions

Qualifications & Skills:

  • Completed a relevant degree
  • A minimum of 3-5 years of experience in financial planning
  • FASEA Qualified (or in the process)
  • Strong business development ability
  • Excellent communication and problem-solving skills
  • Proficient in Microsoft Office Suite and financial planning software (such as Xplan)
  • Possess Australian Citizenship or Permanent Residency

What we offer:

  • Competitive salary and benefits package
  • Opportunities for growth and advancement within the company
  • Ongoing training and professional development
  • A dynamic and collaborative work environment
  • Regular team social activities

If you are a highly motivated individual with a passion for financial planning and a desire to learn and grow, we encourage you to apply for this exciting opportunity. To apply, please send your resume and cover letter to office@bottrellbusiness.com.au and include your preferred office location (Newcastle or East Maitland). We are an equal-opportunity employer and welcome applications from all qualified individuals.