Financial Services Opportunities | March - April | Newcastle

Incredible career development opportunity, Equity options available, Work alongside some of the industry's most respected advisors.Coastal Recruitment Group are proud to represent some of Newcastle's top performing Financial Planning firms. As a result of sustained success and a desire for growth, the firms we represent are seeking well suited candidates for 2x Financial Planners and 1x Paraplanner. We're looking for mixed levels of experience across the Financial Planner positions.


Our client is a leading Financial Planning firm based in Newcastle. This
organisation exists to create wealth and enhance the lifestyle of their clients. Their team has been built around the traditional values of professionalism, integrity, transparency and clear and open lines of communication. 

This incredible firm offers end-to-end financial planning support and advice heavily focused around investments and insurance to ensure they are providing first class client service that focuses on their client’s complete picture. At all times they have absolute client focus, showing the utmost respect to everyone they come into contact with.


Senior Financial Planner
Equity option available inside this role! You will be looking over a tailored and well managed book of clients which has been carefully looked after for over 10 years - this book has been created and managed by a current partner in the firm and is a very rare opportunity!
This role requires:

  • Minimum 10 years experience.
  • Equity available.
  • Insurance & Investment experience is a MUST.

The role entails:

  • Building and maintaining long term relationships.
  • Ensuring that all advice and recommendations to clients or prospective clients is compliant, appropriate and in the clients' best interests.
  • Your focus will be on servicing, retaining and providing ongoing advice to clients, developing relationships with referral partners, and prospecting new opportunities through your strong business development expertise.

This is a real and very rare opportunity to join a boutique firm.

Junior Financial Planner
We're looking for a junior financial planner, in this position you will team up with the Managing Director and be provided with the opportunity to be mentored and to learn the entire business. This is a very rare and real opportunity to be able to learn off one of the best in the industry.
This role requires:

  • Minimum 3-4 years’ experience.
  • Exposure across insurance & investments is a MUST.
  • A candidate with aspirations to learn and grow within a market leading firm.

The role entails:

  • Providing ongoing financial advice and guidance to clients.
  • Supporting business growth and strategic objectives.
  • Operating within a well-governed business with a proactive approach to regulatory change.

Our client is looking for someone who has recent experience in this position and who has an end goal of being an advisor. This role will provide you with the opportunity to be exposed to multiple facets of the business.
This role requires:

  • Exceptional communication skills, both written and verbal.
  • Advanced computer literacy including the use of Microsoft Office.
  • Confidence and flexibility to be able to act both independently and in a team.
  • Experience preparing SOAs, product research and selection.
  • Advanced Diploma of Financial Planning
  • Willingness for further studies (to meet FASEA requirements)Strong sales and networking skills
  • Strong analytical and technical skills
  • 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       


  • Attractive salary + bonus
  • Equity options available for the right person
  • Work / life balance
  • Career progression is on offer for the right person
  • Work alongside some of the industry’s best advisors
  • Great office culture & environment
  • Being exposed to constant training & system upgrades

We are looking specifically for experienced operators who can hit the ground running. Unfortunately, this role is not suitable for those who have limited prior experience or limited exposure to the financial planning industry.

I look forward to speaking with you soon!

23/03/2020 $0 Newcastle, Maitland & Hunter 1 Banking & Financial Services
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