Comprehensive Financial Strategist

2 weeks ago

Newcastle, New South Wales, Australia beBeeCareer Full time $120,000 - $160,000
Financial Planning Opportunity

Bottrell Wealth is a client-focused financial advisory firm based in Newcastle and East Maitland. Our team specializes in comprehensive financial solutions, with expertise across wealth creation, retirement planning, investment management, superannuation, insurance, and tax-effective strategies. We are committed to delivering customized, high-quality advice that empowers clients to achieve their financial goals.

Job Overview:

  • Client-Centric Financial Strategy Development: Analyze clients' unique financial circumstances to develop, implement, and manage comprehensive plans that include investment management, retirement planning, and risk mitigation.
  • Superannuation and Investment Advice: Advise on superannuation and investment strategies, including risk-adjusted portfolio management to support clients' financial growth and stability.
  • Retirement and Insurance Planning: Develop retirement solutions tailored to secure long-term financial independence, and provide advice on insurance products to protect clients and their assets.
  • Ongoing Client Relationship Management: Foster strong, enduring relationships, conducting regular reviews and proactive adjustments to strategies based on clients' evolving goals and market trends.
  • Integrated Service Collaboration: Work closely with accounting and tax teams to ensure clients receive holistic financial support, aligning financial planning strategies with tax efficiencies and business objectives.

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