Senior Financial Planner

3 days ago

Maitland, New South Wales, Australia beBeeFinancialPlanner Full time $90,000 - $120,000
Financial Planning Role

Bottrell Wealth is a respected financial advisory firm serving clients in Newcastle and Maitland.

  • We specialise in wealth creation, superannuation, retirement planning, and insurance solutions.

About the Job:

  • Assist in the preparation of customized financial plans for clients.
  • Conduct research and analysis to identify suitable options for client portfolios.
  • Prepare Statements of Advice (SOAs) and other client documents that meet compliance standards.
  • Support the compliance process, ensuring documentation meets regulatory requirements.

Key Responsibilities:

  • Develop tailored financial strategies for clients by researching, preparing, and documenting customized financial plans.
  • Conduct product research and analysis to identify suitable options for client portfolios.
  • Prepare SOAs and other client documents that meet compliance standards.
  • Support advisers with follow-ups, updates, and strategy reviews.

Candidate Requirements:

  • A degree in Financial Planning, Finance, or a related field.
  • Strong analytical and research skills.
  • Excellent written and verbal communication skills.
  • Commitment to ongoing learning and industry development.
  • Ability to work effectively within a team.

Why Choose Us?

  • We provide structured training, mentorship, and development opportunities.
  • Flexible working arrangements, including remote work options.
  • A supportive team that values client-focused advice.
  • This role offers a solid foundation for a long-term career in financial planning.

  • Financial Planner

    2 weeks ago

    Maitland, New South Wales, Australia beBeeFinanceAdministrator Full time $60,000 - $90,000

    Our client is a prominent Tier 1 construction company renowned for its innovative approach and opportunities to drive growth, excellence and positive impact on their people, communities and the countries they operate in.The company seeks an ambitious Finance Administrator to join their Newcastle Inner City Bypass Project Team.Key Responsibilities:Preparing...

  • Senior Financial Manager

    2 weeks ago

    Maitland, New South Wales, Australia beBeeFinancial Full time 468,459 - 561,894

    Job Title: Senior Financial ManagerThe Department of Mobility is seeking a highly skilled and competent individual to execute and manage processes ensuring accurate and complete financial information.This role involves managing asset registers, standard chart of accounts, finance and operating leases, and maintaining programs for financial statement...

  • Expert Financial Strategist

    3 days ago

    Maitland, New South Wales, Australia beBeeFinancial Full time $60,000 - $90,000

    About Our Financial ServicesWe are a respected financial advisory firm that specialises in wealth creation, superannuation, retirement planning and insurance solutions. Our collaborative team environment supports both clients and employees.The RoleAs a detail-oriented Financial Planner, you will play a critical role in supporting our financial advisers by...

  • Senior Financial Analyst

    2 weeks ago

    Maitland, New South Wales, Australia beBeeAccountant Full time $64,300 - $97,300

    Financial expertise is essential to the growth and stability of our organization.About the Role:The ideal candidate will possess strong organizational skills, attention to detail, and excellent written and oral communication skills.Main Responsibilities:Maintain accurate financial records and reports in a timely manner.Prepare journal entries, analyses, and...

  • Senior Financial Analyst

    1 week ago

    Maitland, New South Wales, Australia beBeeFinancial Full time $80,000 - $110,000

    As a vital member of our Accounting Department, we seek an experienced and detail-driven Financial Analyst to oversee accurate financial reporting, records, and general ledger accounts.Key Responsibilities:Ensure timely preparation of journal entries, analyses, and account reconciliations.Contribute to the development and review of annual operating budgets...

  • Senior Financial Operations Executive

    5 days ago

    Maitland, New South Wales, Australia beBeeFinance Full time $70,000 - $90,000

    We are seeking a skilled Financial Operations Specialist to join our team.About the Role:The successful candidate will be responsible for managing financial aspects of a major infrastructure project. Key responsibilities include preparing weekly payment batches, processing site and delivery dockets, purchase orders, and supplier invoices.Main...

  • Senior Financial Professional

    4 days ago

    Maitland, New South Wales, Australia beBeeAccountant Full time $80,000 - $130,000

    We are seeking a skilled and experienced Accountant to fill a key position in our organisation.The ideal candidate will possess excellent technical skills, including proficiency in accounting software such as MYOB AE, HowNow, Active Ledger, APS, MYOB, Xero and Quickbooks.About the RoleCollaborate with colleagues to ensure client work is completed on timeWork...

  • Senior Infrastructure Planner

    2 weeks ago

    Maitland, New South Wales, Australia beBeePlanning Full time $114,000 - $156,000

    Infrastructure Planning SpecialistCareer Overview:We are seeking a highly experienced and skilled Infrastructure Planning Specialist to lead overall design activities, project submission schedules, and ensure the final products meet technical requirements and client goals.

  • Senior Accounting Professional

    7 days ago

    Maitland, New South Wales, Australia beBeeAccountant Full time $90,000 - $150,000

    Job DescriptionThe role of an Accountant Specialist involves providing expertise in accounting and taxation services to clients. As a key member of the accounting practice, you will play a vital role in enabling growth and development.You will work collaboratively with partners and team members to ensure client work is completed efficiently, and participate...

  • Senior Accounting Professional

    5 days ago

    Maitland, New South Wales, Australia beBeeAccountant Full time $90,000 - $120,000

    We are seeking a skilled and experienced Accountant to join our team. The successful candidate will be responsible for ensuring client work is completed in a timely manner, providing tax planning and advisory services, and assisting with staff training.About the RoleThis is an exciting opportunity for an Intermediate or Senior Accountant to play a key part...