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- Tasks: Help create personalised financial plans and assist in client meetings.
- Company: Bottrell Wealth is a leading firm in accounting and financial advisory services.
- Benefits: Enjoy flexible working arrangements and a competitive salary with mentorship opportunities.
- Why this job: Kickstart your career in financial planning with structured training and growth potential.
- Qualifications: Recent degree in Finance or related field; no prior experience needed.
- Other info: Open to Australian Citizens and Permanent Residents.
The predicted salary is between 28800 - 48000 £ per year.
Support the development of customized financial plans tailored to client needs.
- Conduct thorough research and analysis of investment and insurance products.
- Assist in client meetings, follow-ups, and management of ongoing client relationships.
- Monitor and review client strategies to ensure alignment with goals and regulatory standards.
About you
The ideal candidate will have:
- A recent degree in Financial Planning, Finance, or a related field.
- Strong communication skills and analytical ability, with attention to detail.
- A commitment to the financial planning profession and a desire for continuous learning and industry development.
Bottrell Wealth offers a competitive salary, flexible working arrangements between Newcastle and East Maitland offices, and a supportive team environment focused on client-centered advice and growth.
The role includes structured training, mentorship, and development opportunities to build a solid foundation for a career in financial planning.
This position provides a pathway for long-term career advancement in financial planning, with opportunities to grow within the company over the next few years.
How to apply
Interested candidates should prepare a resume and cover letter detailing their qualifications and interest in the role.
Work rights
The opportunity is available to applicants in the following categories:
- Australian Citizen
- Australian Permanent Resident
Qualifications & other requirements
You should have or be completing the following to apply for this opportunity:
Degree or Certificate
Bachelor or higher
Study field
- Accounting
- Commerce
- Finance
- Business
- Business Administration
- Management
- Economics
Hiring criteria
- Experience requirement: No experience required
Bottrell Business Consultants Australia offers expert accounting, tax, and business advisory services.
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Graduate Financial Planner (Rolling Intake) employer: QTAC Guidance Officer Advisory Group
Contact Detail:
QTAC Guidance Officer Advisory Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Financial Planner (Rolling Intake)
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and investment products. This will not only help you during interviews but also demonstrate your commitment to continuous learning, which is highly valued in this role.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with others who can provide insights and potentially refer you to opportunities at Bottrell Wealth.
✨Tip Number 3
Prepare to discuss real-life scenarios where you've demonstrated strong communication and analytical skills. Think of examples from your studies or any projects that showcase your attention to detail and client-focused approach.
✨Tip Number 4
Research Bottrell Wealth’s values and client approach. Understanding their philosophy will allow you to tailor your conversations and show how your personal values align with theirs, making you a more attractive candidate.
We think you need these skills to ace Graduate Financial Planner (Rolling Intake)
Some tips for your application 🫡
Tailor Your Cover Letter: Make sure to customise your cover letter for the Graduate Financial Planner position. Highlight your recent degree in Financial Planning or a related field, and express your commitment to the financial planning profession. Mention specific skills that align with the job description, such as strong communication and analytical abilities.
Showcase Relevant Skills: In your CV, emphasise any coursework or projects related to financial planning, finance, or economics. Include any relevant skills like research and analysis of investment products, as well as your attention to detail. This will demonstrate your readiness for the role.
Highlight Continuous Learning: Since the company values continuous learning and industry development, mention any additional courses, certifications, or workshops you have completed or are currently pursuing. This shows your dedication to growing within the financial planning field.
Proofread Your Application: Before submitting your application, carefully proofread both your CV and cover letter. Look for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at QTAC Guidance Officer Advisory Group
✨Know Your Financial Products
Familiarise yourself with various investment and insurance products. Being able to discuss these confidently will show your analytical ability and attention to detail, which are crucial for the role.
✨Demonstrate Communication Skills
Practice articulating your thoughts clearly and concisely. Since the role involves client meetings and follow-ups, showcasing your strong communication skills during the interview is essential.
✨Show Commitment to Continuous Learning
Express your enthusiasm for ongoing professional development in financial planning. Mention any relevant courses or certifications you’re pursuing or plan to pursue, as this aligns with the company's values.
✨Prepare Questions for the Interviewers
Have insightful questions ready about the company culture, training opportunities, and career advancement. This demonstrates your genuine interest in the role and helps you assess if it's the right fit for you.
