Financial Planning - Paraplanner

Newcastle & East Maitland

Join Bottrell Wealth Pty Ltd

Bottrell Wealth Pty Ltd is seeking an experienced Paraplanner to join our growing Financial Planning team.

With offices located in East Maitland and Newcastle East, we provide professional Financial Planning services to Business Owners, Professionals, Families and Retirees throughout the Hunter Region and across Australia.

Bottrell Wealth Pty Ltd forms part of Bottrell Business Consultants Pty Ltd, one of the Hunter Region's leading Professional Services firms, providing Accounting, Taxation, Business Advisory, Wealth Management and SMSF services.

This is an excellent opportunity to join an established and growing Financial Planning practice, working closely with Financial Advisers, Chartered Accountants, Tax Agents and Business Advisers in a collaborative environment.

About Us

Bottrell Wealth Pty Ltd is committed to helping clients build, manage and protect their wealth through strategic financial advice.

Our advisers provide advice across a broad range of financial planning areas including:

• Wealth Creation

• Retirement Planning

• Superannuation

• Self Managed Super Funds (SMSFs)

• Personal Risk Insurance

• Investment Advice

• Estate Planning

• Centrelink Strategies

• Business Succession Planning

Our offices are located at:

East Maitland
93 Lawes Street
East Maitland NSW 2323

Newcastle East
97 Scott Street
Newcastle NSW 2300

Working alongside the Accounting and Business Advisory divisions of Bottrell Business Consultants Pty Ltd allows us to deliver integrated financial solutions for our clients.

About the Role

As a Paraplanner, you will play a key role within our Financial Planning division by supporting our Advisers in delivering high quality strategic financial advice.

You will work closely with our Financial Advisers and Administration team to prepare compliant advice documents and assist in delivering exceptional client outcomes.

Roles and Responsibilities

As a Paraplanner your responsibilities will include:

1. Preparing high quality Statements of Advice (SOAs).

2. Preparing Records of Advice (ROAs).

3. Researching financial planning strategies and investment solutions.

4. Assisting Financial Advisers with retirement planning strategies.

5. Preparing modelling, projections and financial analysis.

6. Working closely with Financial Advisers, Accountants and Business Advisers.

7. Managing implementation documentation and client paperwork.

8. Liaising with product providers and external stakeholders.

9. Maintaining accurate client records within AdviserLogic or Xplan.

10. Ensuring advice complies with current legislation and regulatory requirements.

11. Assisting with ongoing client reviews and service requirements.

12. Building strong internal and external professional relationships.

13. Staying up to date with financial planning legislation and industry developments.

Qualifications and Experience

We are seeking an experienced professional who demonstrates:

• Minimum 3 years' Paraplanning experience within a Financial Planning practice.

• Experience preparing Statements of Advice and Records of Advice.

• Experience using AdviserLogic or Xplan.

• Strong understanding of Australian Financial Planning legislation.

• Excellent written communication skills.

• Strong analytical and research skills.

• High attention to detail.

• Excellent organisational and time management skills.

• Professional presentation and communication.

• Commitment to delivering exceptional client service.

The following experience will be highly regarded:

• Business Owners

• Self Employed clients

• High Net Worth clients

• Self Managed Super Funds

• Retirement Planning

• Wealth Creation strategies

• Personal Insurance Advice

Qualifications

Applicants should ideally have:

• Degree in Financial Planning, Finance, Commerce or Business.

• RG146 compliant qualifications.

• FASEA compliant education (completed or in progress).

• Commitment to ongoing professional development.

What We Offer

Bottrell Wealth offers an excellent opportunity to build your career within a respected Professional Services firm.

Benefits include:

• Attractive salary package.

• Performance bonus opportunities.

• Professional development and ongoing training.

• Study support.

• Career progression opportunities.

• Mentoring from experienced Financial Advisers.

• Exposure to complex financial planning strategies.

• Modern office facilities.

• Collaborative team culture.

• Opportunity to work alongside Chartered Accountants, Tax Agents and Business Advisers.

• Long term career opportunities within the Bottrell Group.

Why Join Bottrell Wealth?

At Bottrell Wealth, we believe financial advice is about building long term relationships and helping clients achieve their personal and financial goals.

You'll become part of an experienced and supportive team that values professionalism, technical excellence and exceptional client service.

If you're looking to advance your career with an established and growing Financial Planning business, we'd like to hear from you.

How to Apply

If you are an experienced Paraplanner seeking the next step in your career, please submit:

• Your current Resume.

• A Cover Letter outlining your experience and career objectives.

Email: ••••@bottrellaccounting.com.au

Website: www.bottrellwealth.com.au