Private Client Adviser in Newcastle

Private Client Adviser in Newcastle

Newcastle Full-Time On-site
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  • Build strong, lasting client relationships while delivering strategic financial advice
  • Be part of a collaborative, high-performing and growth-focused team
  • Real opportunity for strategic influence in the business

About Pitcher Partners Newcastle and Hunter

Pitcher Partners Newcastle and Hunter is a leading accounting and advisory firm supporting a broad range of clients among the region, in a range of industries. With a team of 120 people across their Newcastle and Maitland offices, they are proud of the evolution of their team culture since a company merger took place nearly four years ago: considered one of inclusiveness and collaboration across cross-functional teams.

The Pitcher Partners Private Wealth team is seeking an experienced and personable Private Client Adviser to join the team. This is a unique opportunity to work within a nationally respected firm, renowned for its commitment to client success, professional excellence, and team collaboration.

About the opportunity

As a Private Client Adviser, you'll take ownership of a portfolio of valued clients, delivering personalised, high-quality advice aligned to their goals. You'll be supported by a strong internal team, innovative technology, and a workplace culture that genuinely celebrates success and encourages growth.

As part of the Private Wealth team at Pitcher Partners, you will:

  • Manage and grow a portfolio of high-calibre clients by providing tailored, strategic financial advice.
  • Build and maintain strong, trust-based relationships with clients, professional referrers, and internal stakeholders.
  • Identify new business opportunities and contribute to the continued growth and direction of the business.
  • Lead the delivery of advice strategies from development through to implementation, ensuring compliance and high standards at every stage.
  • Play an active role in mentoring, coaching, and supporting the development of team members.

Why Pitcher Partners?

Joining Pitcher Partners means becoming part of a collaborative and values-led organisation. They are large enough to provide breadth and opportunity; small enough to ensure your contribution is visible and valued.

As part of our Private Wealth team, you'll gain access to a high-performing and supportive environment, a respected brand, and real opportunities for professional and personal development.

About you

To be successful in this role, you will bring a blend of strategic capability, strong relationship management skills and a genuine passion for supporting clients. You will have:

  • Certified Financial Planner designation and Authorised Representative status.
  • Proven ability to deliver high-quality, technically sound advice with a client-first mindset.
  • Excellent communication skills, with the ability to simplify complex strategies and build strong relationships.
  • High level of self-motivation, time management, and attention to detail.
  • Strong business acumen with a drive to identify opportunities and contribute to the firm's strategic goals.
  • Experience with financial planning software and Microsoft Office suite.

Private Client Adviser in Newcastle employer: Pitcher Partners

At Pitcher Partners Sydney, we pride ourselves on being an excellent employer that fosters a supportive and dynamic work environment. Our flexible work arrangements empower our accountants to achieve a healthy work-life balance while engaging in meaningful client relationships and professional growth opportunities. Join us to be part of a collaborative culture that values your contributions and encourages your development within a fast-growing practice.

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Contact Details:

Pitcher Partners Recruitment Team