Financial Planner

Eight Recruitment Pty; Newcastle City Council; Hybrid; AUD 90,000 - 150,000; Full time

Benefits offered by this job

Flexible working arrangements

Job summary

Eight Recruitment Pty is seeking an experienced Financial Adviser to take ownership of an established Newcastle portfolio of about 130 clients, with growth potential to 150–170. The role focuses on pre-retiree and retiree clients, building long-term relationships and delivering quality financial advice.

You will be supported by onshore Associates, offshore Paraplanners and leading technology to focus on clients, advice and growth of your book.

Qualifications

• 5+ years' experience as a Financial Adviser.
• Strong track record of building and maintaining client relationships.
• Genuine interest in growing a client book and developing new business.
• Proactive and commercially minded approach.
• Positive attitude and willingness to contribute to the broader team.
• Ability to build trust and develop long-term client relationships.
• Genuine interest in progressing and developing your career.
• Tertiary qualifications in Financial Planning or related discipline.

Responsibilities

• Take ownership of an established portfolio of approx. 130 clients with potential to grow to 150–170.
• Deepen existing relationships and bring new clients into the business as you grow your portfolio.
• Work with onshore Associates, offshore Paraplanners and leading technology to focus on clients and advice.
• Support clients as they navigate important financial decisions and grow advisory revenue.

Skills

Financial Adviser

Client relationship management

Business development

Proactive mindset

Education

Tertiary qualifications in Financial Planning or related discipline

Job description

Your new employer is a large, established and growing Australian financial planning business with a strong presence across the country and an established team in Newcastle.

The Newcastle office has approximately 50 team members, including a collaborative group of Financial Advisers, Associates, Team Leaders and dedicated support staff.

The culture is genuinely focused on people, relationships and long term development. You will be joining a business that provides the infrastructure and support to allow its Advisers to focus on what they do best…Working with clients, delivering quality advice and growing their business.

There is also a strong emphasis on enjoying the journey, with regular team and social events throughout the year, a family friendly environment and flexible working arrangements.

This is an opportunity to take ownership of an established portfolio of approximately 130 clients, with the potential to grow this to around 150- 170 clients over time.

The portfolio is predominantly made up of pre-retiree and retiree clients, giving you the opportunity to build trusted, long term relationships and support clients as they navigate some of the most important financial decisions of their lives. You will also have the opportunity to deepen existing relationships and bring new clients into the business as you continue to grow your portfolio

YOUR NEW EMPLOYER

Your new employer is a large, established and growing Australian financial planning business with a strong presence across the country and an established team in Newcastle.

The Newcastle office has approximately 50 team members, including a collaborative group of Financial Advisers, Associates, Team Leaders and dedicated support staff.

The culture is genuinely focused on people, relationships and long term development. You will be joining a business that provides the infrastructure and support to allow its Advisers to focus on what they do best…Working with clients, delivering quality advice and growing their business.

There is also a strong emphasis on enjoying the journey, with regular team and social events throughout the year, a family friendly environment and flexible working arrangements.

YOUR NEW JOB

This is an opportunity to take ownership of an established portfolio of approximately 130 clients, with the potential to grow this to around 150- 170 clients over time.

The portfolio is predominantly made up of pre-retiree and retiree clients, giving you the opportunity to build trusted, long term relationships and support clients as they navigate some of the most important financial decisions of their lives. You will also have the opportunity to deepen existing relationships and bring new clients into the business as you continue to grow your portfolio

You will be supported by onshore Associates, offshore Paraplanners and leading technology, giving you more time to focus on clients, advice and growing your book.

THE EARNING OPPORTUNITY

This is a role designed to reward Advisers who want to grow.

The business offers a generous performance based bonus structure linked to revenue generation, new client growth and advice activity. As you grow your client base, generate additional revenue and deliver against agreed performance measures, there is significant opportunity to increase your overall earnings.

The structure is designed to give high performing Advisers a genuine financial incentive to build their book and develop new business, rather than simply managing an existing portfolio.

ABOUT YOU

• 5+ years' experience as a Financial Adviser
• A strong track record of building and maintaining client relationships
• A genuine interest in growing a client book and developing new business
• A proactive and commercially minded approach
• A positive attitude and willingness to contribute to the broader team
• The ability to build trust and develop long term client relationships
• A genuine interest in progressing and developing your career
• Tertiary qualifications in Financial Planning or a related discipline

Reach out to Nadene Barretto on 0432 124*** for more info