Bottrell Business Consultants - Newcastle NSWBottrell Wealth is a respected financial advisory firm serving clients in Newcastle and Maitland.
We specialise in wealth creation, superannuation, retirement planning, and insurance solutions, providing a cooperative team environment for both our clients and employees.This entry-level position is ideal for graduates in Financial Planning or Finance who want to gain hands-on experience and develop a long-term career in the field.
As a Graduate Financial Planner you will be mentored by experienced advisers, involved in personalised client planning, and contribute to strategic solutions across superannuation, investment management, and risk protection.Key ResponsibilitiesFinancial Plan Development: Support the creation of customised financial strategies tailored to client needs.Product Research & Analysis: Conduct in-depth research into investment and insurance options.Client Support: Attend client meetings, assist with follow-ups,



and help manage ongoing client relationships.Strategy Reviews: Monitor and review client strategies, ensuring plans stay aligned with goals and regulatory standards.Candidate RequirementsA recent degree in Financial Planning, Finance, or a related field.Strong communication skills and analytical ability, with an eye for detail.Commitment to the financial planning profession, with a desire for ongoing learning and industry development.Why Join Bottrell WealthBottrell Wealth provides structured training, mentorship, and development opportunities, along with flexibility to work from either the Newcastle or East Maitland office.
This role offers a solid foundation for a long-term career in financial planning, supported by a dedicated team that values client-focused advice and growth.Enquiries: ****** or **************
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📌 Graduate Financial Planner (New South Wales)
🏢 Bottrell Chartered Accountants & Financial Services
📍 New South Wales