Financial Planner

Financial Planning - Financial Planner

Newcastle & East Maitland

Join Bottrell Wealth Pty Ltd

Bottrell Wealth Pty Ltd is seeking an experienced Financial Planner to join our growing Financial Planning team.

With offices located in East Maitland and Newcastle East, we provide professional Financial Planning services to Business Owners, Professionals, Families and Retirees throughout the Hunter Region and across Australia.

East Maitland Office
93 Lawes Street
East Maitland NSW 2323

Newcastle Office
97 Scott Street
Newcastle East NSW 2300

Bottrell Wealth Pty Ltd forms part of Bottrell Business Consultants Pty Ltd, one of the Hunter Region's leading Professional Services firms, providing Accounting, Taxation, Business Advisory, Wealth Management and SMSF services.

This is an excellent opportunity to join an established and growing Financial Planning practice, working closely with Chartered Accountants, Tax Agents and Business Advisers in a collaborative environment.

About Us

Bottrell Wealth Pty Ltd is committed to helping clients build, manage and protect their wealth through strategic financial advice.

Our advisers provide advice across a broad range of financial planning areas including:

• Wealth Creation

• Retirement Planning

• Superannuation

• Self Managed Super Funds (SMSFs)

• Personal Risk Insurance

• Investment Advice

• Estate Planning

• Centrelink Strategies

• Business Succession Planning

Working alongside the Accounting and Business Advisory divisions of Bottrell Business Consultants Pty Ltd allows us to deliver integrated financial solutions for our clients.

About the Role

As a Financial Planner, you will play a key role within our Financial Planning division by delivering strategic financial advice to new and existing clients.

You will work closely with our Accounting, Business Advisory and Financial Planning teams to provide comprehensive financial solutions, build long term client relationships and contribute to the continued growth of Bottrell Wealth.

Roles and Responsibilities

As a Financial Planner your responsibilities will include:

1. Providing strategic financial advice to individuals, families and business owners.

2. Conducting client meetings and annual review appointments.

3. Preparing and presenting Statements of Advice (SOAs).

4. Developing wealth creation and retirement planning strategies.

5. Providing superannuation and SMSF advice.

6. Advising on investment and portfolio strategies.

7. Providing personal risk insurance advice.

8. Working closely with Chartered Accountants and Business Advisers.

9. Building and maintaining long term client relationships.

10. Identifying opportunities to expand client services.

11. Maintaining accurate client records using AdviserLogic or Xplan.

12. Ensuring advice complies with ASIC and legislative requirements.

13. Participating in business development and networking opportunities.

14. Contributing to the ongoing growth of the Financial Planning division.

Qualifications and Experience

We are seeking an experienced professional who demonstrates:

• Minimum 3 to 5 years' experience as a Financial Planner or Financial Adviser.

• Experience providing strategic financial advice.

• Strong technical knowledge across Financial Planning.

• Experience preparing and presenting Statements of Advice.

• Experience using AdviserLogic or Xplan.

• Excellent communication and relationship management skills.

• Strong commercial awareness.

• High level of professionalism.

• Commitment to delivering exceptional client outcomes.

The following experience will be highly regarded:

• Business Owners

• Self Employed clients

• High Net Worth clients

• Self Managed Super Funds

• Retirement Planning

• Wealth Creation strategies

• Personal Risk Insurance

• Estate Planning

Qualifications

Applicants should ideally have:

• Degree in Financial Planning, Finance, Commerce or Business.

• ASIC compliant Financial Adviser qualifications.

• FASEA education requirements satisfied.

• Commitment to ongoing professional development.

What We Offer

Bottrell Wealth offers an excellent opportunity to build your career within a respected Professional Services firm.

Benefits include:

• Attractive salary package.

• Performance bonus opportunities.

• Professional development and ongoing training.

• Study support.

• Career progression opportunities.

• Mentoring and professional support.

• Established referral network.

• Exposure to quality clients and complex financial planning strategies.

• Modern office facilities.

• Collaborative team culture.

• Opportunity to work alongside Chartered Accountants, Tax Agents and Business Advisers.

• Long term career opportunities within the Bottrell Group.

Why Join Bottrell Wealth?

At Bottrell Wealth, we believe quality financial advice is built on trusted relationships, technical expertise and exceptional client service.

You'll become part of an experienced and supportive team that values professionalism, collaboration and long term client relationships.

If you're looking to advance your career with an established and growing Financial Planning business, we'd like to hear from you.

How to Apply

If you are an experienced Financial Planner seeking the next step in your career, please submit:

• Your current Resume.

• A Cover Letter outlining your experience and career objectives.

Applications will be treated in the strictest confidence.

Bottrell Wealth Pty Ltd

East Maitland Office
93 Lawes Street
East Maitland NSW 2323

Newcastle Office
97 Scott Street
Newcastle East NSW 2300

Phone: (02) •••• •888

Email: ••••@bottrellaccounting.com.au

Website: www.bottrellwealth.com.au