Graduate Financial Planner

Job Description

Graduate Financial Planner | Bottrell Wealth

The Tone:
This is an early career opportunity at Bottrell Wealth, located in Newcastle or East Maitland, NSW. Bottrell Wealth is a respected financial advisory firm specialising in wealth creation, superannuation, retirement planning, and insurance solutions for clients across Newcastle and Maitland. This role is designed for recent graduates to gain hands-on experience, receive direct mentorship, and cultivate a long-term career in financial advisory, contributing to personalized client plans and strategic solutions.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Newcastle or East Maitland, NSW

• Team: Reports to an experienced financial adviser for direct mentorship.
• Mission: To support the development of tailored financial strategies and contribute to client success through research, analysis, and ongoing relationship management.

What You’ll Actually Do
• Financial Plan Development: Provide essential support in the creation of customised financial strategies, 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 plans remain aligned with evolving client goals and adhere to regulatory standards.

The Must-Haves
• Background: Bachelor Degree. Early Career. A recent degree in Financial Planning, Finance, or a closely related field.
• Experience: Eager to gain practical, hands-on experience in financial advisory, with a strong desire to cultivate a long-term career.
• Skills: Strong communication skills, both written and verbal, coupled with excellent analytical ability and a keen eye for detail.
• Bonus: A genuine commitment to the financial planning profession, showcasing a strong desire for ongoing learning, continuous professional development, and staying abreast of industry advancements.