Future Leaders in Wealth Creation

2 weeks ago

Newcastle, New South Wales, Australia beBeeFinancialPlanning Full time $55,000 - $85,000

Financial Planning Career Starter

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Bottrell Business Consultants offers a professional environment for graduates in financial planning or finance to gain hands-on experience and develop long-term careers. We specialise in wealth creation, superannuation, retirement planning, and insurance solutions.

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The Role:

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  • Personalised Client Planning: You'll be mentored by experienced advisers and involved in creating customised financial strategies tailored to client needs.">
  • Product Research & Analysis: Conduct in-depth research into investment and insurance options.">
  • Client Support: Attend client meetings, assist with follow-ups, and help manage ongoing client relationships.">
  • Strategy Reviews: Monitor and review client strategies, ensuring plans stay aligned with goals and regulatory standards.">
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Requirements:

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  • A recent degree in Financial Planning, Finance, or a related field.">
  • Strong communication skills and analytical ability, with an eye for detail.">
  • Commitment to the financial planning profession, with a desire for ongoing learning and industry development.">
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Growth Opportunities:

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We provide structured training, mentorship, and development opportunities, along with flexibility to work remotely. This role offers a solid foundation for a long-term career in financial planning, supported by a dedicated team that values client-focused advice and growth.

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