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 ****
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Newcastle East
n 97 Scott Street
n Newcastle NSW ****
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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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Professional 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 professional 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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Up-to-date 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 (New South Wales)
🏢 Bottrell Wealth - Financial Planning
📍 New South Wales