In-Demand Communication adviser Jobs in Newcastle, Nsw

Paraplanners
Bottrell Business Consultants —Newcastle NSW
- Research
- Finance
- Analysis skills
Graduate Financial Planners
Bottrell Business Consultants —Newcastle NSW
- Finance
- Analysis skills
- Communication skills
Office Administrator
Bottrell Business Consultants —Newcastle NSW
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Senior Accountant | Business Services & Tax
Prosperity Advisers —Newcastle NSW
- Full-time
- Management
- Accounting
- Communication skills
Senior Insolvency Accountant
PKF Australia —Newcastle NSW
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Supervisor / Manager | Business Services & Tax
Prosperity Advisers —Newcastle NSW
- Full-time
- Microsoft Office
- Analysis skills
- Supervising experience
Senior Water Resources & Dams Engineer
Beca —Newcastle NSW
- Full-time
- Management
- Bachelor's degree
- In-person
- Parental leave

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communication adviser jobs near newcastle, nsw

Paraplanners

Bottrell Business Consultants
Newcastle NSW

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Job Details

Qualifications

Financial planning
Research
Finance
Analysis skills
Communication skills

Full Job Description

About Bottrell Wealth

Bottrell Wealth is a respected financial advisory firm serving clients in Newcastle and Maitland. We specialise in wealth creation, superannuation, retirement planning, and insurance solutions, offering a collaborative team environment that supports both our clients and employees.

The Role

We are seeking a detail-oriented Paraplanner to join our team. This position is ideal for individuals with a foundation in financial planning or finance who wish to grow within the financial advisory field. As a Paraplanner, you’ll play a critical role in supporting our financial advisers by researching, preparing, and documenting tailored financial strategies for clients. You’ll gain hands-on experience in developing strategic solutions across superannuation, investment management, and risk protection, working alongside our experienced advisers.

Key Responsibilities

Strategy Development: Assist in the preparation and documentation of customized financial plans, including superannuation, investment, and insurance solutions.
Research & Analysis: Conduct product research and analysis to identify suitable options for client portfolios.
Client Documentation: Prepare Statements of Advice (SOAs) and other client documents that meet compliance standards.
Ongoing Client Support: Assist advisers with follow-ups, updates, and strategy reviews, ensuring clients’ plans stay aligned with their goals.
Compliance Management: Support the compliance process, ensuring documentation meets regulatory requirements.

Candidate Requirements

A degree in Financial Planning, Finance, or a related field.
Strong analytical and research skills, with attention to detail.
Excellent written and verbal communication skills.
Commitment to the financial planning profession and a desire for ongoing learning and industry development.
Ability to work effectively within a team and manage multiple tasks efficiently.

Why Join Bottrell Wealth?

At Bottrell Wealth, we provide structured training, mentorship, and development opportunities. You’ll have the flexibility to work from either our Newcastle or East Maitland office, alongside a supportive team that values client-focused advice. This role offers a solid foundation for a long-term career in financial planning.

Apply Today

If you’re ready to advance your career with Bottrell Wealth, we encourage you to apply. For questions, please contact [email protected] or (02) 4933 6888.

#Paraplanner #FinancialPlanningCareers #NewcastleJobs #MaitlandJobs #BottrellWealth #FinanceCareer #ClientFocusedAdvice #CareerInFinance #NSWFinanceRoles

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Refine Your Search

communication adviser jobs in newcastle, nsw

Paraplanners

Graduate Financial Planners

Office Administrator

Senior Accountant | Business Services & Tax

Senior Insolvency Accountant

Supervisor / Manager | Business Services & Tax

Senior Water Resources & Dams Engineer

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