Senior Financial Adviser: Client Portfolio Lead (Newcastle City Council)

Senior Financial Adviser: Client Portfolio Lead (Newcastle City Council)

22 Aug
|
Hr Partners
|
Newcastle City Council

22 Aug

Hr Partners

Newcastle City Council

HR Partners in Newcastle is seeking a Financial Adviser to take over an established portfolio of approximately 50 clients. This role focuses on advice quality and relationship management, backed by internal support across investment, compliance, paraplanning, and administration.

You will act as the primary adviser for 50 clients, delivering holistic advice across superannuation, retirement, SMSFs, trusts, and tax-aware strategies, while collaborating with the internal investment team to oversee

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📌 Senior Financial Adviser: Client Portfolio Lead (Newcastle City Council)
🏢 Hr Partners
📍 Newcastle City Council

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