Senior Financial Strategist

17 hours ago

Newcastle, New South Wales, Australia beBeeFinancial Full time $100,000 - $150,000

Bottrell Wealth is a client-focused financial advisory firm with expertise in comprehensive financial solutions.

Key Responsibilities:
  • Analysing clients' unique financial circumstances to develop and manage comprehensive plans that include investment management, retirement planning, and risk mitigation.
  • Advising on superannuation and investment strategies to support clients' financial growth and stability.
  • Developing tailored retirement solutions to secure long-term financial independence, and advising on insurance products to protect clients and their assets.
  • Fostering strong relationships through regular reviews and proactive adjustments based on clients' evolving goals and market trends.
  • Collaborating closely with our accounting and tax teams to deliver holistic financial support, aligning financial planning strategies with tax efficiencies and business objectives.
Candidate Requirements:
  • Degree in Financial Planning or relevant industry qualifications such as CFP or FASEA compliance.
  • In-depth knowledge of financial products, legislative requirements, and regulatory standards within the Australian financial landscape.
  • Proven ability to develop and maintain long-term client relationships, with a commitment to ongoing client support and satisfaction.
  • Strong ethical grounding and dedication to upholding industry compliance and best practices.

A career with us means joining a supportive environment with opportunities for professional development and career advancement.

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