Holistic Financial Planner $100,000 - $130,000 + super - based on experience

Coastal Recruitment Group

Financial Planner/Advisor seeking for an established, highly experienced, culturally driven team, located in Newcastle

  • Holistic financial planning firm
  • Excellent career prospects
  • Leadership/management opportunities for the right individual
Our client is an award winning Financial Planning practice which has a immpeccable reputation for providing client service and planning advice to their highly valued clients. They take the time to listen, ensuring that the plan they create is one that everyone mutually agrees to and can develop over time, and use every relevant strategy and product to deliver their clients the very best financial future!

Culture is the glue that holds every team together, that's why our client celebrates the success both individually and as a collaborative. This practice prides themselves on this, and effectively this has been the special sauce resulting in so many awards.  

You will be managing a portfolio of established clients, which will see you having an holistic coverage across this advice network! There will be additional salary and bonus arrangements offered for someone to bring a book of clients or additional resources into the business.


  • Advanced Diploma of Financial Planning
  • Willingness to further studies
  • Superannuation and retirement planning experience
  • SMSF planning experience
  • Personal insurance experience
  • Investment portfolio management experience
  • Ability to work well under pressure whilst maintaining accuracy
  • Excellent communication skills
  • Ability to work independently and as part of a team
  • A high level of client service ethics
  • Positive attitude with a flexible approach to duties       

  • Salary + bonus arrangement
  • Work life balance arrangements available
  • Career progression is on offer for the right person
  • Great office culture & environment
  • Being exposed to constant training & mentorship
To discuss this role in confidence, please send your resume and cover letter to;
hello@coastalrecruitmentgroup.com.au or please call Callan today - 0408 865 820