Private Client Adviser
Vor 7 Tagen
Highlight Build strong, lasting client relationships while delivering strategic financial advice Be part of a collaborative, high-performing and growth-focused team Real opportunity for strategic influence in the business About Pitcher Partners Newcastle and Hunter Pitcher Partners Newcastle and Hunter is a leading accounting and advisory firm supporting a broad range of clients among the region, in a range of industries. With a team of 120 people across their Newcastle and Maitland offices, they are proud of the evolution of their team culture since a company merger took place nearly four years ago : considered one of inclusiveness and collaboration across cross-functional teams. About the opportunity As a Private Client Adviser, you'll take ownership of a portfolio of valued clients, delivering personalised, high-quality advice aligned to their goals. You'll be supported by a strong internal team, innovative technology, and a workplace culture that genuinely celebrates success and encourages growth. Responsibilities Manage and grow a portfolio of high‑calibre clients by providing tailored, strategic financial advice. Build and maintain strong, trust‑based relationships with clients, professional referrers, and internal stakeholders. Identify new business opportunities and contribute to the continued growth and direction of the business. Lead the delivery of advice strategies from development through to implementation, ensuring compliance and high standards at every stage. Play an active role in mentoring, coaching, and supporting the development of team members. Why Pitcher Partners? Joining Pitcher Partners means becoming part of a collaborative and values‑led organisation. They are large enough to provide breadth and opportunity; small enough to ensure your contribution is visible and valued. As part of our Private Wealth team, you'll gain access to a high‑performing and supportive environment, a respected brand, and real opportunities for professional and personal development. About you To be successful in this role, you will bring a blend of strategic capability, strong relationship management skills and a genuine passion for supporting clients. You will have : Certified Financial Planner designation and Authorised Representative status. Proven ability to deliver high‑quality, technically sound advice with a client‑first mindset. Excellent communication skills, with the ability to simplify complex strategies and build strong relationships. High level of self‑motivation, time management, and attention to detail. Strong business acumen with a drive to identify opportunities and contribute to the firm's strategic goals. Experience with financial planning software and Microsoft Office suite. How to apply To learn more about key responsibilities, company culture and associated benefits of this opportunity, please email. Alternatively – click "Apply" to submit your covering letter and CV, outlining your motivation for this opportunity and how you believe your experience aligns. #J-18808-Ljbffr
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Strategic Private Client Adviser
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