Established clients, warm referrals and no pressure to chase new business
9-day fortnight, quarterly bonuses and genuine long-term opportunities
Spend 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.
This 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 easy, 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 recent 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.
This 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 reviews
Building and maintaining strong, long-term client relationships
Developing tailored financial strategies and recommendations
Providing clear, practical and personalised financial advice
Collaborating with the in-house support team to implement advice strategies
Delivering exceptional service and ongoing support to clients




Mentoring 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 YOU
You 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 Adviser
Open 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 skills
A client first approach and genuine passion for providing quality advice
High levels of professionalism, empathy and integrity
The ability to work within structured systems and processes
A 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 business
Quarterly bonus of 10% of your base salary
No commission pressure or requirement to build a client book from scratch
Established and loyal client base of more than 800 clients
Office closure between Christmas and New Year, plus Easter closure, without using annual leave
Onsite parking in New Lambton
Strong support from 3 Client Service Officers and 2 in-house Paraplanners
Dedicated Head Office Investment Team, reducing investment management responsibilities
Training and professional development and conference as part of a National Financial Planning group
Genuine 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!
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📌 Financial Planner (New South Wales)
🏢 Eight Recruitment
📍 New South Wales