At a Glance
- Tasks: Provide exceptional financial advice and support to clients daily.
- Company: Join an award-winning financial planning firm in Newcastle.
- Benefits: Competitive salary, bonuses, and a supportive team culture.
- Other info: Enjoy a collaborative environment with opportunities for professional development.
- Why this job: Make a meaningful difference in people's lives while growing your career.
- Qualifications: 2+ years of financial advice experience and relevant tertiary qualifications.
The predicted salary is between 62100 - 75900 $ per year.
Join a local award-winning financial planning firm. An enticing opportunity awaits a developing Financial Planner to join a trusted and award-winning local financial planning business that's making a meaningful difference in people's lives. Centrally located in suburban Newcastle, this firm has continued to grow via their exceptional performance, amazing client referral, professional development focus and great support team.
This firm is more than a workplace - it's a place where your contributions are truly valued, your growth is supported, and your ideas are encouraged. They help their clients enjoy life now, while also planning confidently for the future. The Senior Management Team are firm believers in "happy clients begin with happy teams". Their culture is open, inclusive, and collaborative - your voice will be heard, and your ideas will have impact.
About the Role
This is a diverse, engaged, and rewarding Financial Planning role that allows you to provide exceptional client experiences every day. You'll be joining a motivated, client-centric team in a position where no two days are the same. Your day-to-day challenges will include:
- Delivering high-quality financial advice and ongoing client support
- Maintaining up-to-date client records and ensuring compliance
- Providing efficient and accurate administration of financial planning services
- Regularly communicating with clients and proactively managing their needs
- Effectively following up quality referrals
- Receiving amazing mentoring for highly experienced and ethical Senior Advisors
About You
We're looking for someone who is not only technically sound but also brings energy, initiative, and a team-oriented mindset. You'll bring:
- 2+ years of experience providing financial advice
- Excellent interpersonal and communication skills
- Solid technical knowledge and understanding of financial planning regulations
- Strong task management and attention to detail
- A proactive and positive can-do attitude
- An eagerness to learn (and unlearn!)
- Fresh ideas and a collaborative spirit
- Proven record of providing exceptional client service
- Ability to build strong relationships with clients and stakeholders
- Skilled in prioritising tasks and meeting deadlines
It is imperative that you have completed tertiary qualifications in financial advice or a related discipline and met all ASIC education standards. You will also need to be able to pass standard background checks (criminal history, bankruptcy, ASIC, etc.).
What's on Offer
- Competitive remuneration package: salary + super + bonus
- A long-term career path with growth and development opportunities
- A supportive and innovative team culture that genuinely values your contribution
Financial Planner in Newcastle employer: Daniels Recruitment
This firm, based in Newcastle, is an exceptional employer known for its commitment to quality service and client satisfaction. With a strong focus on employee growth, they offer a supportive work culture that includes dedicated administrative support and modern technology, allowing advisers to concentrate on building meaningful client relationships. The firm rewards performance with competitive remuneration and regular salary reviews, making it an attractive place for motivated professionals looking to advance their careers in financial advice.
