Graduate Financial Planner

Job Description

Graduate Financial Planner

About Bottrell Wealth

Bottrell Wealth is a respected financial advisory firm proudly serving clients across Newcastle and Maitland. We specialise in a comprehensive range of services, including wealth creation, superannuation, retirement planning, and insurance solutions. Our firm is built on fostering a collaborative team environment, benefiting both our valued clients and our dedicated employees.

The Opportunity: Graduate Financial Planner

This is an exceptional entry-level position specifically designed for recent graduates in Financial Planning or Finance who are eager to gain practical, hands-on experience and cultivate a rewarding, long-term career in the financial advisory field. As a Graduate Financial Planner, you will benefit from direct mentorship by experienced financial advisers, providing a solid foundation for your professional development. You will be actively involved in crafting personalised client plans and contributing to strategic solutions across crucial areas such as superannuation, investment management, and risk protection.

Key Responsibilities

• Financial Plan Development: Provide essential support in the creation of customised financial strategies, meticulously tailored to meet individual client needs and objectives.
• Product Research & Analysis: Conduct thorough and in-depth research into various investment products, platforms, and insurance options to inform client recommendations.
• Client Support: Actively participate in client meetings, assist with crucial follow-up tasks, and contribute to the effective management of ongoing client relationships, fostering trust and long-term engagement.
• Strategy Reviews: Monitor and meticulously review existing client strategies, ensuring that all plans remain perfectly aligned with evolving client goals and adhere to the latest regulatory standards and compliance requirements.

Candidate Requirements

• A recent degree in Financial Planning, Finance, or a closely related field.
• Possess strong communication skills, both written and verbal, coupled with excellent analytical ability and a keen eye for detail.
• Demonstrate a genuine commitment to the financial planning profession, showcasing a strong desire for ongoing learning, continuous professional development, and staying abreast of industry advancements.

Why Join Bottrell Wealth?

Bottrell Wealth is committed to investing in your future. We provide a supportive environment offering structured training, dedicated mentorship, and robust development opportunities. Enjoy the flexibility of working from either our Newcastle or East Maitland office, allowing for a better work-life balance. This role offers a unique opportunity to build a solid foundation for a long-term, successful career in financial planning, all while being supported by a dedicated team that deeply values client-focused advice and professional growth.

Apply Today

If you are ready to kick-start your career with a respected and growth-oriented firm, we encourage you to apply today. For any questions regarding this exciting opportunity, please feel free to contact us at office@bottrellaccounting.com.au or by calling (02) 4933 6888.

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