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.
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