Financial Planner Established clients, warm referrals and no pressure to chase current business9-day fortnight, quarterly bonuses and genuine long-term opportunitiesSpend more time with clients and less on admin, backed by exceptional support
This is advice the way it should be: loyal clients, warm referrals and the time to build proper relationships.
YOUR NEW EMPLOYERThis is a long-standing and highly regarded financial advice business based in New Lambton, built on genuine, long-term relationships.
With more than 800 loyal clients across Newcastle and the Hunter, the business has earned its reputation by providing straightforward, secure and trusted advice to people who feel known, valued and properly looked after.
This is not a volume-driven advice environment.
There is no pressure to chase new business, aggressively sell or build a client book from scratch, in fact, around 90% of new opportunities coming through warm client referrals.
The focus here is on quality conversations, meaningful relationships and doing the right thing by clients over the long term.
That same generosity flows through the way the business looks after its team, with a 9-day fortnight, additional days off over Christmas and Easter without using annual leave, onsite parking, strong systems and a trusted, supportive environment.
You will also be backed by 3 Client Service Officers and 2 in-house Paraplanners, giving you more time to deliver quality advice and build meaningful client relationships.
YOUR NEW JOBThis is a genuine servicing role, perfect for a Financial Planner who enjoys building long-term relationships and helping clients achieve their financial goals.
You will be responsible for:Conducting client meetings and annual reviewsBuilding and maintaining strong, long-term client relationshipsDeveloping tailored financial strategies and recommendationsProviding clear,



practical and personalised financial adviceCollaborating with the in-house support team to implement advice strategiesDelivering exceptional service and ongoing support to clientsMentoring and supporting a Paraplanner working towards their Professional Year, if desired
A key advantage of this role is the single platform model, which simplifies the advice process, reduces operational complexity and risk, and allows planners to focus on delivering quality client outcomes.
ABOUT YOUYou genuinely enjoy the client side of financial planning and take pride in building trusted, long term relationships.
You are relationship driven, professional and passionate about helping clients achieve financial confidence.
You will bring:Experience as a Financial Planner or Financial AdviserOpen to Financial Planners at any stage of their career, from those nearing completion of their Professional Year through to advisers qualifying under the 10 year experience exemption.Strong relationship management and communication skillsA client first approach and genuine passion for providing quality adviceHigh levels of professionalism, empathy and integrityThe ability to work within structured systems and processesA desire to build a long term career with a respected and supportive business
WHAT'S IN IT FOR YOU?
Competitive salary and working for a generous businessQuarterly bonus of 10% of your base salaryNo commission pressure or requirement to build a client book from scratchEstablished and loyal client base of more than 800 clients9 day fortnight availableOffice closure between Christmas and New Year, plus Easter closure, without using annual leaveOnsite parking in New LambtonStrong support from 3 Client Service Officers and 2 in-house ParaplannersDedicated Head Office Investment Team, reducing investment management responsibilitiesTraining and professional development and conference as part of a National Financial Planning groupGenuine long term career progression and future equity potential
If you are looking for a Financial Planning role where you can focus on clients, provide meaningful advice and work within a genuinely supportive and highly structured environment, we would love to hear from you.
Contact Tori on ************ or simply apply today!

📌 Financial Planner (Newcastle)
🏢 Eight Recruitment
📍 Newcastle