Graduate Financial Planner

Job Description

Graduate Financial Planner | Bottrell Wealth

The Tone:
Bottrell Wealth is a respected financial advisory firm proudly serving clients across Newcastle and Maitland. We specialise in building comprehensive financial strategies for wealth creation, superannuation, retirement planning, and insurance solutions. This role works within a collaborative team environment, receiving direct mentorship from experienced financial advisers to benefit both our valued clients and our dedicated employees. Joining us means contributing to client-focused advice and fostering continuous professional growth within a supportive firm.

The TL;DR
• Role: Internship
• Team: Mentored by experienced financial advisers within a collaborative team environment.
• Mission: This role aims to build a solid foundation for a long-term career in financial planning by crafting personalised client plans and contributing to strategic financial solutions across superannuation, investment management, and risk protection.

What You’ll Actually Do
• 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.
• 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.

The Must-Haves
• Background: A recent degree in Financial Planning, Finance, or a closely related field.
• Experience: Entry-level position specifically designed for recent graduates eager to gain practical, hands-on experience.
• Skills: Strong written and verbal communication; excellent analytical ability; a keen eye for detail; and a genuine commitment to continuous professional development in the financial planning profession.