Graduate Financial Planner (Rolling Intake)

Deakin Commerce Society; Newcastle upon Tyne; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial consultancy is seeking a recent graduate for a role in financial planning. The position involves supporting the development of tailored financial plans, conducting research, and assisting in client management. This role offers structured training and mentorship, providing a pathway for career advancement in the financial planning sector. Ideal candidates will possess strong communication skills and a commitment to continuous learning.

Benefits

Flexible working arrangements

Structured training

Mentorship opportunities

Qualifications

• A recent degree in Financial Planning, Finance, or a related field.
• Strong communication skills and analytical ability.

Responsibilities

• Support the development of customized financial plans.
• Conduct thorough research and analysis of investment products.
• Assist in client meetings and management of client relationships.

Skills

Communication

Analytical Ability

Attention to Detail

Education

Bachelor or higher

Job description

Support the development of customized financial plans tailored to client needs.

Conduct thorough research and analysis of investment and insurance products.

Assist in client meetings, follow-ups, and management of ongoing client relationships.

Monitor and review client strategies to ensure alignment with goals and regulatory standards.

About you

The ideal candidate will have:

• A recent degree in Financial Planning, Finance, or a related field.
• Strong communication skills and analytical ability, with attention to detail.
• A commitment to the financial planning profession and a desire for continuous learning and industry development.

Bottrell Wealth offers a competitive salary, flexible working arrangements between Newcastle and East Maitland offices, and a supportive team environment focused on client-centred advice and growth.

The role includes structured training, mentorship, and development opportunities to build a solid foundation for a career in financial planning.

This position provides a pathway for long-term career advancement in financial planning, with opportunities to grow within the company over the next few years.

How to apply

Interested candidates should prepare a resume and cover letter detailing their qualifications and interest in the role.

Work rights

The opportunity is available to applicants in any of the following categories:

• Australian Citizen
• Australian Permanent Resident

Qualifications & other requirements

You should have or be completing the following to apply for this opportunity:

Degree or Certificate

Bachelor or higher

Study field

Any of the following fields:

• Accounting
• Commerce
• Finance
• Business
• Business Administration
• Management
• Economics

Hiring criteria

• No experience required

Bottrell Business Consultants Australia offers expert accounting, tax, and business advisory services.