1 Graduate Financial Planner – Bottrell Wealth, Newcastle & Maitland Job in Indiana, PA
SORT BY
B
Bottrell Chartered Accountants & Financial Services Pty Ltd
Indiana, PA | Full Time
$63k-91k (estimate)
5 Days Ago
Graduate Financial Planner – Bottrell Wealth, Newcastle & Maitland
$63k-91k (estimate)
Full Time
5 Days Ago
Bottrell Chartered Accountants & Financial Services Pty Ltd is Hiring a Graduate Financial Planner – Bottrell Wealth, Newcastle & Maitland Near Indiana, PA
About Bottrell WealthBottrell Wealth is a respected financial advisory firm serving clients in Newcastle and Maitland. We specialise in wealth creation, superannuation, retirement planning, and insurance solutions, providing a collaborative team environment for both our clients and employees.
The RoleThis entry-level position is ideal for graduates in Financial Planning or Finance who want to gain hands-on experience and develop a long-term career in the field. As a Graduate Financial Planner, you’ll be mentored by experienced advisers, involved in personalised client planning, and contribute to strategic solutions across superannuation, investment management, and risk protection.
Key Responsibilities
Apply TodayIf you’re ready to start your career with Bottrell Wealth, apply today. For questions, please contact office@bottrellaccounting.com.au or (02) 4933 6888.
#GraduateFinancialPlanner #FinancialPlanningCareers #NewcastleJobs #MaitlandJobs #BottrellWealth #FinanceCareerStart #ClientFocusedAdvice #CareerInFinance #NSWFinanceRoles
The RoleThis entry-level position is ideal for graduates in Financial Planning or Finance who want to gain hands-on experience and develop a long-term career in the field. As a Graduate Financial Planner, you’ll be mentored by experienced advisers, involved in personalised client planning, and contribute to strategic solutions across superannuation, investment management, and risk protection.
Key Responsibilities
- Financial Plan Development: Support the creation of customised financial strategies tailored to client needs.
- Product Research & Analysis: Conduct in-depth research into investment and insurance options.
- Client Support: Attend client meetings, assist with follow-ups, and help manage ongoing client relationships.
- Strategy Reviews: Monitor and review client strategies, ensuring plans stay aligned with goals and regulatory standards.
- A recent degree in Financial Planning, Finance, or a related field.
- Strong communication skills and analytical ability, with an eye for detail.
- Commitment to the financial planning profession, with a desire for ongoing learning and industry development.
Apply TodayIf you’re ready to start your career with Bottrell Wealth, apply today. For questions, please contact office@bottrellaccounting.com.au or (02) 4933 6888.
#GraduateFinancialPlanner #FinancialPlanningCareers #NewcastleJobs #MaitlandJobs #BottrellWealth #FinanceCareerStart #ClientFocusedAdvice #CareerInFinance #NSWFinanceRoles
Job Summary
JOB TYPE
Full Time
SALARY
$63k-91k (estimate)
POST DATE
01/09/2025
EXPIRATION DATE
01/29/2025
Show more
Bottrell Chartered Accountants & Financial Services Pty Ltd
Full Time
$39k-49k (estimate)
1 Month Ago
Similar Jobs
Popular Articles
Top 10 Things to Avoid Putting on a Job Application
Read Article
How to Describe Your Education in a Resume
Read Article
How to Write a Memorable Cover Letter in 5 Ways
Read Article
4 Personal Finance Tips to Make During Job Transition
Read Article
4 Best Camera Setups for Interview
Read Article
Keeping a Job Search Journal: 9 Types of Journaling You Can Do
Read Article
