Personal Finance Strategist

3 days ago

NewcastleMaitland, Australia beBeeFinancial Full time $100,000 - $140,000

Bottrell Wealth is a client-focused financial advisory firm offering comprehensive solutions. Our team excels in wealth creation, retirement planning, investment management, superannuation, insurance, and tax-effective strategies.

Key Responsibilities:

  • Develop customised financial plans for clients, including investment management, retirement planning, and risk mitigation.
  • Advise on superannuation and investment strategies to support clients' financial growth and stability.
  • Provide guidance on insurance products to protect clients and their assets.
  • Maintain strong relationships with clients, conducting regular reviews and proactive adjustments based on evolving goals and market trends.
  • Collaborate with accounting and tax teams to offer holistic financial support.

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.
  • Strong ethical grounding and dedication to upholding industry compliance and best practices.

Benefits:

Join a supportive environment with opportunities for professional development and career advancement. Enjoy a competitive salary package, collaborative work culture, and flexible work arrangements.

  • Senior Growth Strategist

    7 days ago

    Maitland, New South Wales, Australia beBeeStrategy Full time $127,150 - $185,530

    About the RoleThe Senior Growth Strategist is a critical member of the Central Florida Division South Region Strategy Organization and plays an integral role in driving business development initiatives across the Market and Campus leadership teams.Key ResponsibilitiesStrategic Growth Initiatives: Lead the tactical execution of growth strategies to drive...

  • Finance Officer

    4 weeks ago

    Newcastle-Maitland, Australia NSW Health Full time

    Join Hunter New England Mental Health — where finance meets purpose in a diverse health environment.Remuneration: $76,125.92 - $77,852.51 Per Annum + Superannuation + Salary PackagingLocation: Calvary Mater Newcastle – Waratah CampusEmployment Type: Temporary Full Time (12 months, with potential for extension or permanency)Position Classification:...

  • Finance Manager

    3 weeks ago

    Newcastle-maitland, Australia Hunter New England Local Health District Full time

    Join to apply for the Finance Manager role at Hunter New England Local Health District1 day ago Be among the first 25 applicants Join to apply for the Finance Manager role at Hunter New England Local Health District Join a Centre of Excellence in Paediatric Care – John Hunter Children's Hospital (JHCH) within Children, Young People and Families Services...

  • Finance Administrator

    3 days ago

    Newcastle-Maitland, Australia Bendigo Advertiser Full time

    Join to apply for the Finance Administrator role at Bendigo AdvertiserOur client is known for building and maintaining infrastructure across Australia. They are a Tier 1 construction company driven by fresh ideas and opportunities, aiming to do more and do better for their people, communities and the countries they work in. They are seeking a motivated...

  • Finance Manager

    4 weeks ago

    Newcastle-Maitland, Australia Hunter New England Local Health District Full time

    Join to apply for the Finance Manager role at Hunter New England Local Health District1 day ago Be among the first 25 applicantsJoin to apply for the Finance Manager role at Hunter New England Local Health DistrictJoin a Centre of Excellence in Paediatric Care – John Hunter Children's Hospital (JHCH) within Children, Young People and Families...

  • Finance Manager

    3 weeks ago

    Newcastle-Maitland, Australia Pantalent Full time

    Join a Centre of Excellence in Paediatric Care - John Hunter Children's Hospital (JHCH) within Children, Young People and Families ServicesRemuneration: $127,150 - $144,444 Per Annum + Superannuation + Salary PackagingEmployment Type: Permanent Full TimePosition Classification: Health Manager Level 3Hours Per Week: 38Requisition ID: REQ594441Closing Date:...

  • Financial Strategist

    1 week ago

    Newcastle-Maitland, Australia beBeeFinance Full time $180,000 - $250,000

    Senior Finance Leader - APACThis role is pivotal for a finance expert who can drive strategic growth while building and developing high-performing teams.The ideal candidate will have 10+ years of progressive finance experience, including at least 2 years in a senior leadership position.Main Responsibilities:Lead the APAC Leadership Team, contributing to...

  • Chief Financial Strategist

    3 days ago

    Newcastle-Maitland, Australia beBeeAnalyst Full time

    Financial Analysis RoleThe role of a Financial Analyst involves providing critical support to the finance department. This includes working closely with colleagues to identify areas for improvement in financial forecasting and analysis.Key Responsibilities:Prepare accurate financial forecasts and analyze results to identify opportunities for...

  • Chief Financial Strategist

    7 days ago

    Newcastle-Maitland, Australia beBeeLeadership Full time $120,000 - $180,000

    Lead Finance Function in APAC RegionThe role offers a chance to work with a global organisation, develop a high-performing regional team, and drive strategic decision-making.Key Responsibilities:Contribute to both strategic and operational decision-making as a key member of the APAC Leadership Team.Ensure alignment of processes and reporting with global...

  • Commercial Finance Analyst

    5 days ago

    Newcastle-Maitland, Australia InfraBuild Full time

    OverviewInfraBuild is seeking a Commercial Finance Analyst to join our Wire business. The Commercial Analyst will work with a collaborative team of analysts based in our Mayfield office to provide divisional support across accounting, budgeting, and forecasting to meet the periodic reporting requirements. Reporting to the Commercial Finance Manager, the key...