21 Aug
|
Pitcher Partners
|
New South Wales
21 Aug
Pitcher Partners
New South Wales
Job Description
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- Build strong, lasting client relationships while delivering strategic financial advice
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- Be part of a collaborative, high-performing and growth-focused team
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- Real opportunity for strategic influence in the business
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About Pitcher Partners Newcastle and Hunter
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Pitcher Partners Newcastle and Hunter is a leading accounting and advisory firm supporting a broad range of clients among the region, in a range of industries. With a team of 120 people across their Newcastle and Maitland offices, they are proud of the evolution of their team culture since a company merger took place nearly four years ago: considered one of inclusiveness and collaboration across cross-functional teams.
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The Pitcher Partners Private Wealth team is seeking an experienced and personable Private Client Adviser to join the team. This is a unique opportunity to work within a nationally respected firm, renowned for its commitment to client success, professional excellence, and team collaboration.
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About the opportunity
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As a Private Client Adviser, you'll take ownership of a portfolio of valued clients, delivering personalised, high-quality advice aligned to their goals. You'll be supported by a strong internal team, innovative technology, and a workplace culture that genuinely celebrates success and encourages growth.
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As part of the Private Wealth team at Pitcher Partners, you will:
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- Manage and grow a portfolio of high-calibre clients by providing tailored, strategic financial advice.
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- Build and maintain strong, trust-based relationships with clients, professional referrers,
and internal stakeholders.
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- Identify new business opportunities and contribute to the continued growth and direction of the business.
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- Lead the delivery of advice strategies from development through to implementation, ensuring compliance and high standards at every stage.
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- Play an active role in mentoring, coaching, and supporting the development of team members.
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Why Pitcher Partners?
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Joining Pitcher Partners means becoming part of a collaborative and values-led organisation. They are large enough to provide breadth and opportunity; small enough to ensure your contribution is visible and valued.
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As part of our Private Wealth team, you'll gain access to a high-performing and supportive environment, a respected brand, and real opportunities for skilled and personal development.
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About you
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To be successful in this role, you will bring a blend of strategic capability, strong relationship management skills and a genuine passion for supporting clients. You will have:
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- Certified Financial Planner designation and Authorised Representative status.
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- Proven ability to deliver high-quality, technically sound advice with a client-first mindset.
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- Excellent communication skills, with the ability to simplify complex strategies and build strong relationships.
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- High level of self-motivation, time management, and attention to detail.
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- Strong business acumen with a drive to identify opportunities and contribute to the firm's strategic goals.
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- Experience with financial planning software and Microsoft Office suite.
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📌 Private Client Adviser (New South Wales)
🏢 Pitcher Partners
📍 New South Wales