With so many Financial Adviser and Financial Planning opportunities available in Newcastle now, before you make any decisions on your future, it is worth looking at this “real” role.

Join a Firm That Allows You to Focus on Providing Advice

An established and rapidly growing Newcastle-based Wealth Management firm is looking for an experienced Financial Adviser/Planner to join its team.

The business believes great financial advice can genuinely change lives. Its model combines the resources, systems and support of a larger organisation with the culture, flexibility and client focus of a local practice.

This is an opportunity to step into an established portfolio of clients, allowing you to spend less time building a book from scratch and more time doing what you do best—building trusted relationships, delivering quality advice and helping clients achieve their financial goals.

Due to the structure of the firm, you can either catch up with your clients in the office or if they need a little more TLC, you have the flexibility to meet them in their own homes. It is all about doing the best for your client.

The Opportunity

As a Financial Adviser/Planner, you will take responsibility for an established client portfolio while continuing to grow your business through referrals, existing client opportunities and dedicated marketing and business development support.

You will be supported by experienced Client Service and Technical professionals, giving you the opportunity to focus on your clients and the delivery of high-quality advice.

Key responsibilities:

- Manage, service and develop an established portfolio of clients.
- Build and maintain trusted,



long-term client relationships.
- Deliver strategic financial advice across wealth creation, retirement planning, superannuation, investments and personal insurance.
- Identify opportunities to deepen client relationships and deliver additional value.
- Work collaboratively with lending, accounting, aged care and insurance specialists to deliver holistic advice solutions.
- Maintain high standards of compliance, professionalism and client care.
- Contribute to a collaborative culture focused on continuous improvement and exceptional client outcomes.

About You

You are an experienced Financial Adviser/Planner who genuinely enjoys helping people make better financial decisions.

You value long-term relationships and quality advice over transactional sales, and you are confident managing client relationships while working collaboratively with a broader professional team.

You will bring:

- Current ASIC Financial Adviser registration, or eligibility to provide personal financial advice in Australia.
- Relevant qualifications meeting Australian Financial Adviser education standards.
- Robust technical knowledge and proven advice capability.
- Excellent communication and relationship-building skills.




- A commercial mindset combined with a genuine commitment to client outcomes.
- A collaborative approach and willingness to contribute to a positive team environment.

Why Join This Firm?

This is a business that has deliberately invested in creating an environment where advisers can focus on advice and clients.

You will benefit from:

- An established client portfolio from day one.
- Dedicated Client Service and Technical support.
- Modern systems and technology designed to improve adviser efficiency.
- A leadership team committed to investing in your success.
- Ongoing professional development and genuine career progression opportunities.
- The opportunity to join a growing business with ambitious plans.

Most importantly, you'll join a firm that understands that quality advice, exceptional client service and trusted relationships are the foundations of long-term success.

As a guide, a base salary in the range of $160,000 to $175.000 plus super and bonuses could be expected. And yes, there is a little flexibility!!!!!!

Are You Ready to Make an Impact?

If you're an experienced Financial Adviser/Planner looking for the opportunity to inherit an established client base, work alongside a highly capable support team and join a business that is investing in the future of financial advice, I'd love to hear from you.

For further information about this role, please don't hesitate to call Daryl on (02) 4965 5*** or send me an email *****@danielsrecruitment.com.au

Alternatively, if this opportunity sounds like something you would be interested to pursue, simply apply by following the instructions on this site.

📌 Financial Adviser/Financial Planner - Established Client Portfolio (Newcastle)
🏢 Daniels Recruitment
📍 Newcastle