Hybrid Financial Planner — Retirement & Client Advocacy (Newcastle City Council)

Hybrid Financial Planner — Retirement & Client Advocacy (Newcastle City Council)

06 Sep
|
Aware Super
|
Newcastle City Council

06 Sep

Aware Super

Newcastle City Council

Aware Super in Newcastle is seeking a dedicated Financial Planner to nurture client relationships and deliver compliant financial advice for members and clients. The role requires office presence three days per week to meet appointment requests and support our growing client base.

You will prepare Statements of Advice (SOAs), act in the best interests of clients, discuss retirement goals, and collaborate with the Client Servicing team to raise service standards while upholding legal and

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📌 Hybrid Financial Planner — Retirement & Client Advocacy (Newcastle City Council)
🏢 Aware Super
📍 Newcastle City Council

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