Financial Planner - Take A Positive Step In Your Professional Journey

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

Benefits offered by this job

Competitive remuneration

Career growth opportunities

Supportive team culture

Job summary

FAAA in Newcastle, NSW is seeking a developing Financial Planner to join an award-winning firm focused on client outcomes and work-life balance.

You will provide high-quality financial advice, maintain records, and collaborate with a supportive team to help clients plan for today and the future. Strong communication and regulatory knowledge are essential for success.

Qualifications

• Tertiary qualifications in financial advice and ASIC compliant.
• Minimum 2 years delivering financial planning services.
• Strong interpersonal and regulatory knowledge.

Responsibilities

• Deliver high-quality financial advice and ongoing client support.
• Maintain client records and ensure compliance with a supportive admin team.
• Provide efficient administration of financial planning services.
• Regularly communicate with clients and proactively manage their needs.
• Follow up referrals and collaborate with senior advisors.

Skills

Financial planning

Client service

Regulatory compliance

Communication

Team player

Education

Bachelor's degree in Finance/Financial Planning

Tools

XPLAN

CRM software

Job description

Join A Local Award-Winning Financial Planning Firm

An enticing opportunity awaits a developing Financial Planner to join a trusted and award-winning local financial planning business that's making a meaningful difference in people's lives. Centrally located in suburban Newcastle (not the CBD), this firm has continued to grow via their exceptional performance, amazing client referral, professional development focus and great support team. It would be fair to say that this firm is more than a workplace - it's a place where your contributions are truly valued, your growth is supported, and your ideas are encouraged. It is apparent that this firm don't believe in sacrificing today's happiness for tomorrow's dreams - their approach is about balance. They help their clients enjoy life now, while also planning confidently for the future. What is clear is that the Senior Management Team are firm believers in \"happy clients begin with happy teams\". As Richard Branson says, \"Clients do not come first. People come first.\" Their culture is open, inclusive, and collaborative - your voice will be heard, and your ideas will have impact.

About the Role

This is a diverse, engaged, and rewarding Financial Planning role that allows you to provide exceptional client experiences every day. You'll be joining a motivated, client-centric team in a position where no two days are the same.

• Delivering high-quality financial advice and ongoing client support


• Maintaining up-to-date client records and ensuring compliance you have a great admin team to assist you


• Providing efficient and accurate administration of financial planning services


• Regularly communicating with clients and proactively managing their needs


• Effectively following up quality referrals


• Receiving amazing mentoring for highly experienced and ethical Senior Advisors

About You

We're looking for someone who is not only technically sound but also brings energy, initiative, and a team-oriented mindset.

• 2+ years of experience providing financial advice


• Excellent interpersonal and communication skills


• Solid technical knowledge and understanding of financial planning regulations


• Strong task management and attention to detail


• A proactive and positive can-do attitude


• An eagerness to learn (and unlearn!)


• Fresh ideas and a collaborative spirit


• Proven record of providing exceptional client service


• Ability to build strong relationships with clients and stakeholders


• Skilled in prioritising tasks and meeting deadlines

It is imperative that you have completed tertiary qualifications in financial advice or a related discipline and met all ASIC education standards. You will also need to be able to pass standard background checks (criminal history, bankruptcy, ASIC, etc.).

What's on Offer

• Competitive remuneration package: salary + super + bonus


• A long-term career path with growth and development opportunities


• A supportive and innovative team culture that genuinely values your contribution

Ready to Empower Clients and Grow Your Career? We'd love to hear from you. Feel free to contact Daryl Daniels @ Daniels Recruitment on (02) 368 for more information.