Senior Financial Planner: Own a 130-Client Portfolio (Newcastle City Council)

Senior Financial Planner: Own a 130-Client Portfolio (Newcastle City Council)

16 Oct
|
Eight Recruitment Pty
|
Newcastle City Council

16 Oct

Eight Recruitment Pty

Newcastle City Council

Eight Recruitment Pty is seeking an experienced Financial Adviser to take ownership of an established Newcastle portfolio of about 130 clients, with growth potential to 150–170. The role focuses on pre-retiree and retiree clients, building long-term relationships and delivering quality financial advice.

You will be supported by onshore Associates, offshore Paraplanners and leading technology to focus on clients, advice and growth of your book.

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📌 Senior Financial Planner: Own a 130-Client Portfolio (Newcastle City Council)
🏢 Eight Recruitment Pty
📍 Newcastle City Council

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