Bottrell Chartered Accountants & Financial Services Pty Ltd · 1 month ago
Graduate Financial Planner – Bottrell Wealth, Newcastle & Maitland
Indiana, United States
Full-time
Hybrid
New Grad, Entry LevelBottrell Wealth is a respected financial advisory firm serving clients in Newcastle and Maitland. They are seeking a Graduate Financial Planner to gain hands-on experience in financial planning, working with experienced advisers to provide personalised client planning and contribute to strategic solutions.
AccountingAdviceFinancial Services
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
Qualification
Required
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
Benefits
Structured training
Mentorship
Development opportunities
Flexibility to work from either the Newcastle or East Maitland office
Company
Bottrell Chartered Accountants & Financial Services Pty Ltd
Bottrell Chartered Accountants, CPAs & Financial Services—trusted experts in Newcastle & East Maitland, NSW—offer a comprehensive suite of services to empower businesses, families, and individuals.
Founded in 2010
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase