Job Description

Bottrell Wealth - Financial Planning – Maitland NSW

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Newcastle & East Maitland

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Join Bottrell Wealth Pty Ltd

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Bottrell Wealth Pty Ltd is seeking an experienced Paraplanner to join our growing Financial Planning team.

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With offices located in East Maitland and Newcastle East, we provide professional Financial Planning services to Business Owners, Professionals, Families and Retirees throughout the Hunter Region and across Australia.

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Bottrell Wealth Pty Ltd forms part Bottrell Business Consultants Pty Ltd, one of the Hunter Region's leading Professional Services firms, providing Accounting, Taxation, Business Advisory, Wealth Management and SMSF services.

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This is an excellent opportunity to join an established and growing Financial Planning practice, working closely with Financial Advisers, Chartered Accountants, Tax Agents and Business Advisers in a collaborative environment.

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About Us

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Bottrell Wealth Pty Ltd is committed to helping clients build, manage and protect their wealth through strategic financial advice.

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Our advisers provide advice across a broad range of financial planning areas including:

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- Wealth Creation
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- Retirement Planning
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- Superannuation
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- Self Managed Super Funds (SMSFs)
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- Personal Risk Insurance
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- Investment Advice
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- Estate Planning
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- Centrelink Strategies
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- Business Succession Planning
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Our offices are located at:

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East Maitland
n 93 Lawes Street
n East Maitland NSW 2323

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Newcastle East
n 97 Scott Street
n Newcastle NSW 2300

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Working alongside the Accounting and Business Advisory divisions of Bottrell Business Consultants Pty Ltd allows us to deliver integrated financial solutions for our clients.

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About the Role

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As a Paraplanner, you will play a key role within our Financial Planning division by supporting our Advisers in delivering high quality strategic financial advice.

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You will work closely with our Financial Advisers and Administration team to prepare compliant advice documents and assist in delivering exceptional client outcomes.

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Roles and Responsibilities

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As a Paraplanner your responsibilities will include:

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- Preparing high quality Statements of Advice (SOAs).
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- Preparing Records of Advice (ROAs).
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- Researching financial planning strategies and investment solutions.
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- Assisting Financial Advisers with retirement planning strategies.
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- Preparing modelling, projections and financial analysis.
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- Working closely with Financial Advisers, Accountants and Business Advisers.
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- Managing implementation documentation and client paperwork.
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- Liaising with product providers and external stakeholders.
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- Maintaining accurate client records within AdviserLogic or Xplan.
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- Ensuring advice complies with current legislation and regulatory requirements.
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- Assisting with ongoing client reviews and service requirements.
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- Building strong internal and external professional relationships.
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- Staying up to date with financial planning legislation and industry developments.
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Qualifications and Experience

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We are seeking an experienced professional who demonstrates:

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- Minimum 3 years' Paraplanning experience within a Financial Planning practice.
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- Experience preparing Statements of Advice and Records of Advice.
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- Experience using AdviserLogic or Xplan.
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- Strong understanding of Australian Financial Planning legislation.
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- Excellent written communication skills.
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- Strong analytical and research skills.
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- High attention to detail.
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- Excellent organisational and time management skills.
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- Qualified presentation and communication.
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- Commitment to delivering exceptional client service.
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The following experience will be highly regarded:

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- Business Owners
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- Self Employed clients
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- High Net Worth clients
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- Self Managed Super Funds
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- Retirement Planning
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- Wealth Creation strategies
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- Personal Insurance Advice
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Qualifications

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Applicants should ideally have:

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- Degree in Financial Planning, Finance, Commerce or Business.
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- RG146 compliant qualifications.
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- FASEA compliant education (completed or in progress).
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- Commitment to ongoing career development.
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What We Offer

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Bottrell Wealth offers an excellent opportunity to build your career within a respected Professional Services firm.

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Benefits include:

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- Attractive salary package.
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- Performance bonus opportunities.
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- Professional development and ongoing training.
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- Study support.
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- Career progression opportunities.
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- Mentoring from experienced Financial Advisers.
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- Exposure to complex financial planning strategies.
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- Modern office facilities.
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- Collaborative team culture.
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- Opportunity to work alongside Chartered Accountants, Tax Agents and Business Advisers.
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- Long term career opportunities within the Bottrell Group.
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Why Join Bottrell Wealth?

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At Bottrell Wealth, we believe financial advice is about building long term relationships and helping clients achieve their personal and financial goals.

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You'll become part of an experienced and supportive team that values professionalism, technical excellence and exceptional client service.

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If you're looking to advance your career with an established and growing Financial Planning business, we'd like to hear from you.

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📌 Financial Planning - Paraplanner (Maitland)
🏢 Bottrell Wealth - Financial Planning
📍 Maitland