Comprehensive Retirement Strategist

6 days ago

NewcastleMaitland, Australia beBeeFinancialPlanner Full time $120,000 - $150,000

Bottrell Wealth is an established, client-focused financial advisory firm operating 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 seeking a qualified Financial Planner to join our dynamic team. This role offers the flexibility to work from either our Newcastle or East Maitland offices, providing clients with personalized financial advice while benefiting from a collaborative network of accountants and tax specialists.

Key Responsibilities:

  • Analyze clients' unique financial circumstances to develop, implement, and manage comprehensive plans that include investment management, retirement planning, and risk mitigation.
  • Advise on superannuation and investment strategies, including risk-adjusted portfolio management to support clients' financial growth and stability.
  • Develop retirement solutions tailored to secure long-term financial independence, and provide advice on insurance products to protect clients and their assets.
  • Foster strong, enduring relationships, conducting regular reviews and proactive adjustments to strategies based on clients' evolving goals and market trends.
  • Work closely with accounting and tax teams to ensure clients receive holistic financial support, aligning financial planning strategies with tax efficiencies and business goals.
Candidate Requirements:
  • Degree in Financial Planning with 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.
Benefits:

At this firm, you'll join a supportive, growth-oriented environment with opportunities for professional development and career advancement. We offer a competitive salary package, collaborative work culture, and the flexibility to work in either our Newcastle or East Maitland offices.

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