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 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, skilled and family-oriented culture which is supported through career and personal development.
Working along side the firm Directors and receive support while you complete your professional year.
THE OPPORTUNITY
This chance 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.
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
Professional & friendly office environment
Incredible training & growth opportunities
Culture Days, and external work functions
Education support and training
Exposure to seeing and meeting clients
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📌 Financial Planner / Professional Year Candidate New South Wales
🏢 Waterford Accountants
📍 New South Wales