THE FIRM
We 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 prospect 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 OPPORTUNITY
This 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 skilled 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