THE FIRMWe are a holistic wealth management firm with offices in Newcastle and Sydney . With continued success and organic growth within the Newcastle office we now have an opportunity for a Financial Planner to come on board and help support this high-performing team! This is an opportunity to be part of a firm that truly cares for its clients and staff. Join a firm with a supportive, professional and family-oriented culture which is supported through career and personal development.

THE OPPORTUNITYThis opportunity would also be suitable for a trainee or intermediate financial advisor and ongoing training an support is available to allow you to grow into a senior financial advisor.

Working along side the firm Directors and receive support while you complete your professional year.

YOUR RESPOSIBILITIES WILL INCLUDE

- Assist with the preparation of advice documents
- Accurate collection of client information




- Accurate record-keeping for production of file notes
- Assist with completion of SOA, and ROAs, where required
- Conduct research and analysis for the Advice Team
- Ensure the advice process is adhered to at all times THE MUST-HAVES
- Relevant Tertiary Qualifications is a must
- Able to start or working towards the completion of your Professional Year
- Willingness to learn
- Ability to grasp new information and concepts
- Strong organisational and time management skills

CULTURE & BENEFITS

- Qualified & friendly office environment
- Incredible training & career growth
- Culture Days, and external work functions
- Education support and training
- Exposure to seeing and meeting clients
- Mentorship from industry leaders

📌 Financial Planner / Professional Year Candidate (Newcastle)
🏢 Waterford Financial Services
📍 Newcastle