Paraplanner

Are you ready to take the next step in your financial planning career? Join Pitcher Partners Private Wealth as a Paraplanner in Newcastle and be part of a dynamic team that values genuine relationships, professional growth, and delivering exceptional service to clients. If you’re passionate about supporting strategic financial advice and want to be part of a collaborative, growth-focused environment where your contribution truly matters, we want to hear from you.

About Pitcher Partners

Pitcher Partners Newcastle and Hunter is part of a leading network of independent professional advisory firms – the 9th largest advisory network in Australia. We are known for our personal service, quality advice, and innovative, dynamic workplace. Our clients include successful business owners and high net wealth individuals and families. We pride ourselves on building genuine relationships and delivering the highest level of service and attention. Our clients’ successes are personal to us.

Why join us?

At Pitcher Partners, we believe success is better shared. Here’s what sets us apart:

• Genuine relationships & support: We foster a culture of respect and care for one another, our clients, and our communities. You’ll work closely with partners and subject matter experts, and be part of a team that values authenticity, opportunity, and fun.
• Growth & learning: If you have ambition, we enable opportunity. Benefit from development programs, on-the-job training, peer review and study support.
• Flexibility & wellbeing: Enjoy true work-life balance with flexible work arrangements, yearly wellbeing days, paid parental leave, volunteering (CSR) leave, and a physical pursuit subsidy. Our modern offices are ergonomic, collaborative, and close to public transport.
• Active pursuit: Support to stay active and healthy – because high performance starts with wellbeing.

About the role

As a Paraplanner you’ll play a pivotal role in helping clients manage and grow their wealth. Working alongside our high performing team you will be supported to succeed and have access to innovative tools and a workplace culture that values your contribution.

Key responsibilities include:

• Working with clients to prepare advice in accordance with client goals and the highest of professional advice standards
• Developing your technical and strategic knowledge and applying this to client scenarios
• Maintaining accuracy within our client system (Xplan) in line with compliance & best practice requirements.
• This role comes with training support and is a huge opportunity to develop your career within the profession. The diversity of our client base provides a wide range of strategies to deepen your knowledge base, build invaluable experience and help you advance your career.

About you

You’re a motivated professional with a passion for client success, strong communication skills, and a drive to make a meaningful impact. You thrive in collaborative environments and are ready to grow with a firm that values integrity, initiative, and innovation.

We welcome applicants from all backgrounds, whether you’re just starting out or bring years of paraplanning experience. What matters most is your attitude and approach. Along with a relevant degree (or currently studying) you:

• Have strong attention to detail, with an appreciation of the importance of accuracy & quality control
• Have excellent communication skills, with the ability to work autonomously and collaborate as part of a team
• Are adaptable and embrace change and new ideas comfortably.
• This is a fantastic opportunity to join a self-licenced private wealth firm and close-knit team and learn best practice in Financial Advice.