Financial Planner — Client-Centric Growth & Mentoring

FAAA; Newcastle, Maitland; On-site; AUD 85,000 - 110,000; Full time

Benefits offered by this job

Bonus

Job summary

A local award-winning financial planning firm in Newcastle is seeking a developing Financial Planner to join a trusted team. You will deliver high-quality financial advice, manage client records, and provide proactive client service within a supportive, mentoring environment.

Expect an engaging, balanced culture that values contributions and growth. You’ll work with experienced Senior Advisors and collaborate with a team focused on client outcomes and compliance.

Qualifications

• 2+ years of experience providing financial advice.
• Tertiary qualifications in financial advice and ASIC education standards.
• Ability to pass standard background checks (criminal history, bankruptcy, ASIC).

Responsibilities

• Deliver high-quality financial advice and ongoing client support.
• Maintain up-to-date client records and ensure compliance.
• Provide efficient administration of financial planning services.
• Communicate with clients regularly and proactively manage needs.
• Follow up on quality referrals and support senior advisors.

Skills

Interpersonal skills

Communication skills

Regulatory knowledge

Attention to detail

Team player

Proactive attitude

Client service excellence

Education

Tertiary qualification in financial advice

ASIC education standards

Job description

A local award-winning financial planning firm in Newcastle is seeking a developing Financial Planner to join a trusted team. You will deliver high-quality financial advice, manage client records, and provide proactive client service within a supportive, mentoring environment.

Expect an engaging, balanced culture that values contributions and growth. You’ll work with experienced Senior Advisors and collaborate with a team focused on client outcomes and compliance.