Support the development of customized financial plans tailored to client needs.
Conduct thorough research and analysis of investment and insurance products.
Assist in client meetings, follow-ups, and management of ongoing client relationships.
Monitor and review client strategies to ensure alignment with goals and regulatory standards.
About you
The ideal candidate will have:
* A recent degree in Financial Planning, Finance, or a related field.
* Strong communication skills and analytical ability, with attention to detail.
* A commitment to the financial planning profession and a desire for continuous learning and industry development.
Bottrell Wealth offers a competitive salary, flexible working arrangements between Newcastle and East Maitland offices, and a supportive team environment focused on client-centred advice and growth.
The role includes structured training, mentorship, and development opportunities to build a solid foundation for a career in financial planning.
This position provides a pathway for long-term career advancement in financial planning, with opportunities to grow within the company over the next few years.
How to apply
Interested candidates should prepare a resume and cover letter detailing their qualifications and interest in the role.
Work rights
The opportunity is available to applicants in any of the following categories:
* Australian Citizen
* Australian Permanent Resident
Qualifications & other requirements
You should have or be completing the following to apply for this opportunity:
Degree or Certificate
Bachelor or higher
Study field
Any of the following fields:
* Accounting
* Commerce
* Finance
* Business
* Business Administration
* Management
* Economics
Hiring criteria
* No experience required
Bottrell Business Consultants Australia offers expert accounting, tax, and business advisory services.
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