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Graduate Financial Planners
Bottrell Business Consultants
8/21 Merewether Street, Newcastle NSW 2300
Graduate
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Job details

Pay information not provided
Graduate
8/21 Merewether Street, Newcastle NSW 2300

Full job description

About Bottrell Wealth

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, providing a collaborative team environment for both our clients and employees.

The Role
This 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.
Candidate Requirements
  • 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.
Why Join Bottrell Wealth?
Bottrell Wealth provides structured training, mentorship, and development opportunities, along with flexibility to work from either the Newcastle or East Maitland office. This role offers a solid foundation for a long-term career in financial planning, supported by a dedicated team that values client-focused advice and growth.
Apply Today
If you’re ready to start your career with Bottrell Wealth, apply today. For questions, please contact office@bottrellaccounting.com.au or (02) 4933 6888.
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