Join A Local Award-Winning Financial Planning Firm An enticing opportunity awaits a developing Financial Planner to join a trusted and award-winning local financial planning business that’s making a meaningful difference in people’s lives. Centrally located in suburban Newcastle (not the CBD), this firm has continued to grow via their exceptional performance, amazing client referral, professional development focus and great support team. It would be fair to say that this firm is more than a workplace — it's a place where your contributions are truly valued, your growth is supported, and your ideas are encouraged.

It is apparent that this firm don’t believe in sacrificing today’s happiness for tomorrow’s dreams — their approach is about balance. They help their clients enjoy life now, while also planning confidently for the future. What is clear is that the Senior Management Team are firm believers in “happy clients begin with happy teams”.

As Richard

Branson says, “Clients do not come first. People come first.” Their culture is open, inclusive, and collaborative — your voice will be heard, and your ideas will have impact.

About the Role

This is a diverse, engaged, and rewarding Financial Planning role that allows you to provide exceptional client experiences every day. You’ll be joining a motivated, client-centric team in a position where no two days are the same. Your day-to-day challenges will include:

- Delivering high-quality financial advice and ongoing client support

- Maintaining up-to-date client records and ensuring compliance – you have a great admin team to assist you





- Providing efficient and accurate administration of financial planning services

- Regularly communicating with clients and proactively managing their needs

- Effectively following up quality referrals

- Receiving amazing mentoring for highly experienced and ethical Senior Advisors

About You

We’re looking for someone who is not only technically sound but also brings energy, initiative, and a team-oriented mindset. You’ll bring:

- 2 years of experience providing financial advice

- Excellent interpersonal and communication skills

- Solid technical knowledge and understanding of financial planning regulations

- Strong task management and attention to detail
- A proactive and positive can-do attitude
- An eagerness to learn (and unlearn!)

- Fresh ideas and a collaborative spirit

- Proven record of providing exceptional client service

- Ability to build solid relationships with clients and stakeholders

- Skilled in prioritising tasks and meeting deadlines

It is imperative that you have completed tertiary qualifications in financial advice or a related discipline and met all ASIC education standards. You will also need to be able to pass standard background checks (criminal history, bankruptcy, ASIC, etc.).

What’s on Offer

1. Competitive remuneration package: salary super bonus
2. A long-term career path with growth and development opportunities
3. A supportive and innovative team culture that genuinely values your contribution

Ready to Empower Clients and Grow Your Career?

We’d love to hear from you. You can either use this site and apply for the role or feel free to contact Daryl Daniels @ Daniels Recruitment on (02) 4965 5*** for more information.

📌 Financial Planner - Take A Positive Step In Your Professional Journey (Newcastle)
🏢 Daniels Recruitment
📍 Newcastle