" \u003cdiv class=\"ja-job-details\"\u003e \u003ch2 class=\"title\"\u003eFinancial Planner\u003c/h2\u003e \u003cdiv class=\"meta\"\u003e \u003cul class=\"classifications\"\u003e \u003cli data-id=\"13885\"\u003e Banking \u0026amp; Finance \u003c/li\u003e \u003cli data-id=\"13886\"\u003e Permanent / Full Time \u003c/li\u003e \u003cli data-id=\"13887\"\u003e NSW Other \u003c/li\u003e \u003c/ul\u003e \u003cp class=\"date-posted\"\u003e 29/9/2026 \u003c/p\u003e \u003c/div\u003e \u003cul class=\"bullet-points\"\u003e \u003cli\u003eGet your Fridays back with a 9-day fortnight.\u003c/li\u003e \u003cli\u003eTake on 130 clients, with Associates and Paraplanners behind you.\u003c/li\u003e \u003cli\u003eGrow your book with a very generous commission structure.\u003c/li\u003e \u003c/ul\u003e \u003cdiv class=\"description\"\u003e \u003cstrong\u003eYOUR NEW EMPLOYER\u003c/strong\u003e \u003cdiv style=\"text-align:justify\"\u003eYour new employer is a large, established and growing Australian financial planning business with a strong presence across the country and an established team in Newcastle.\u003c/div\u003e \u003cbr\u003e \u003cdiv style=\"text-align:justify\"\u003eThe Newcastle office has approximately 50 team members, including a collaborative group of Financial Advisers, Associates, Team Leaders and dedicated support staff.\u003c/div\u003e \u003cbr\u003e \u003cdiv style=\"text-align:justify\"\u003eThe culture is genuinely focused on people, relationships and long term development. You will be joining a business that provides the infrastructure and support to allow its Advisers to focus on what they do best\u0026hellip;Working with clients, delivering quality advice and growing their business.\u003c/div\u003e \u003cbr\u003e \u003cdiv style=\"text-align:justify\"\u003eThere is also a strong emphasis on enjoying the journey, with regular team and social events throughout the year, a family friendly environment and flexible working arrangements.\u003c/div\u003e \u0026nbsp;\u0026nbsp;\u003cbr\u003e \u003cstrong\u003eYOUR NEW JOB\u003c/strong\u003e \u003cdiv style=\"text-align:justify\"\u003eThis is an opportunity to take ownership of an established portfolio of approximately 130 clients, with the potential to grow this to around 150- 170 clients over time.\u003cbr\u003e\u003cbr\u003e\u003c/div\u003e \u003cdiv style=\"text-align:justify\"\u003eThe portfolio is predominantly made up of pre-retiree and retiree clients, giving you the opportunity to build trusted, long term relationships and support clients as they navigate some of the most important financial decisions of their lives. You will also have the opportunity to deepen existing relationships and bring new clients into the business as you continue to grow your portfolio\u003c/div\u003e \u0026nbsp;\u0026nbsp;\u003cbr\u003eYou will be supported by onshore Associates, offshore Paraplanners and leading technology, giving you more time to focus on clients, advice and growing your book.\u003cbr\u003e \u0026nbsp;\u0026nbsp;\u003cbr\u003e \u003cstrong\u003eTHE EARNING OPPORTUNITY\u003c/strong\u003e \u003cdiv style=\"text-align:justify\"\u003eThis is a role designed to reward Advisers who want to grow.\u003c/div\u003e \u003cbr\u003e \u003cdiv style=\"text-align:justify\"\u003eThe business offers a generous performance based bonus structure linked to revenue generation, new client growth and advice activity. As you grow your client base, generate additional revenue and deliver against agreed performance measures, there is significant opportunity to increase your overall earnings.\u003cbr\u003e\u003cbr\u003e\u003c/div\u003e \u003cdiv style=\"text-align:justify\"\u003eThe structure is designed to give high performing Advisers a genuine financial incentive to build their book and develop new business, rather than simply managing an existing portfolio.\u003c/div\u003e \u0026nbsp;\u0026nbsp;\u003cbr\u003e \u003cstrong\u003eABOUT YOU\u003c/strong\u003e\u003cbr\u003e \u003cul\u003e \u003cli\u003e5+ years\u0027 experience as a Financial Adviser\u003c/li\u003e \u003cli\u003eA strong track record of building and maintaining client relationships\u003c/li\u003e \u003cli\u003eA genuine interest in growing a client book and developing new business\u003c/li\u003e \u003cli\u003eA proactive and commercially minded approach\u003c/li\u003e \u003cli\u003eA positive attitude and willingness to contribute to the broader team\u003c/li\u003e \u003cli\u003eThe ability to build trust and develop long term client relationships\u003c/li\u003e \u003cli\u003eA genuine interest in progressing and developing your career\u003c/li\u003e \u003cli\u003eTertiary qualifications in Financial Planning or a related discipline\u003c/li\u003e \u003c/ul\u003e \u0026nbsp;\u0026nbsp;\u003cbr\u003e Reach out to Nadene Barretto on 0432 124418 for more info \u003c/div\u003e \u003cdiv class=\"apply\"\u003e \u003ca class=\"back-link\" href=\"#\" title=\"Back to search results\"\u003eBack to search results\u003c/a\u003e \u003cinput type=\"button\" class=\"ja-button\" data-job-id=\"4474497\" value=\"Apply Now\" title=\"Apply Now\" /\u003e \u003c/div\u003e \u003c/div\u003e "