YOUR NEW EMPLOYER

Your new employer is a large, established and growing Australian financial planning business with a strong presence across the country and an established team in Newcastle.

The Newcastle office is based in Broadmeadow and has approximately 50 team members, including a collaborative group of Financial Advisers, Associates, Team Leaders and dedicated support staff.

The culture is genuinely focused on people, relationships and long term development. You will be joining a business that provides the infrastructure and support to allow its Advisers to focus on what they do best…Working with clients, delivering quality advice and growing their business.

There is also a robust emphasis on enjoying the journey, with regular team and social events throughout the year, a family friendly environment and flexible working arrangements.

YOUR NEW JOB

This is an opportunity to take ownership of an established portfolio of approximately 130 clients, with the potential to grow this to around 150- 170 clients over time.

The portfolio is predominantly made up of pre-retiree and retiree clients, giving you the opportunity to build trusted, long term relationships and support clients as they navigate some of the most important financial decisions of their lives. You will also have the prospect to deepen existing relationships and bring current clients into the business as you continue to grow your portfolio

Your responsibilities will include

- Managing and developing an established client portfolio
- Building genuine, long term relationships with pre-retiree and retiree clients
- Leading client meetings and understanding individual goals and objectives




- Developing tailored strategies across wealth creation, retirement and broader financial planning
- Identifying opportunities to deepen existing client relationships and introduce additional advice solutions
- Growing the client base through referrals, networking and new business opportunities
- Taking ownership of the client experience from initial conversations through to ongoing reviews
- Working closely with Associates and Paraplanners to deliver advice efficiently and to a high standard
- Leveraging the broader support team as your client base grows, allowing you to focus on high-value client conversations and business development
- Maintaining strong compliance standards and accurate client records
- Contributing to the wider Newcastle team and playing an active role in the continued growth of the office
- Continuing to develop your technical, commercial and relationship management capabilities

You will be supported by onshore Associates, offshore Paraplanners and leading technology, giving you more time to focus on clients, advice and growing your book.

THE EARNING OPPORTUNITY

This is a role designed to reward Advisers who want to grow.

The business offers a generous performance based bonus structure linked to revenue generation, new client growth and advice activity.



As you grow your client base, generate additional revenue and deliver against agreed performance measures, there is significant opportunity to increase your overall earnings.

The structure is designed to give high performing Advisers a genuine financial incentive to build their book and develop new business, rather than simply managing an existing portfolio.

ABOUT YOU

You are an experienced Financial Adviser who enjoys building relationships, taking ownership and creating opportunities.

- 5+ years' experience as a Financial Adviser
- A strong track record of building and maintaining client relationships
- Experience managing an established client portfolio
- A genuine interest in growing a client book and developing new business
- Strong communication and interpersonal skills
- A proactive and commercially minded approach
- A strong work ethic and desire to achieve
- A positive attitude and willingness to contribute to the broader team
- The ability to build trust and develop long term client relationships
- A genuine interest in progressing and developing your career
- Tertiary qualifications in Financial Planning or a related discipline
- The required education to meet current Financial Adviser requirements

Most importantly, you will be relationship focused, ambitious and motivated to grow, with a genuine desire to contribute to the team. If you are an experienced Financial Adviser looking for an established client base, strong support and the opportunity to build a long term career in Newcastle, reach out to Tori Abbott on [0423 308 628](tel:0423 308 628) or simply apply.

📌 Financial Advisor (Newcastle)
🏢 Eight Recruitment
📍 Newcastle