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Private Client Adviser

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. 

The Pitcher Partners Private Wealth team is seeking an experienced and personable Private Client Adviser to join the team. This is a unique opportunity to work within a nationally respected firm, renowned for its commitment to client success, professional excellence, and team collaboration. 

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. 

As part of the Private Wealth team at Pitcher Partners, you will: 

  • 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 [email protected]  

Alternatively – click “Apply” to submit your covering letter and CV, outlining your motivation for this opportunity and how you believe your experience aligns.  

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Responses to queries submitted via this form (“Response”) are produced by Pitcher Partners Advisors Proprietary Limited and are prepared for the exclusive use and benefit of those who are invited, and agree, to participate in the CRITICAL POINT NETWORK service. Responses provided, or any part thereof, must not be distributed, copied, used, or relied on by any other person, without our prior written consent. Any information provided is intended to be of a general nature and prepared without taking into account your objectives, circumstances, financial situation or particular needs. Any information provided does not constitute personal advice. If you act on anything contained in a Response without seeking personal advice you do so at your own risk. In providing this information, we are not purporting to act as solicitors or provide legal advice. Any information provided by us is prepared in the ordinary course of our profession and is based on the relevant law and its interpretations by relevant authorities as it stands at the time the information is provided. Any changes or modifications to the law and/or its interpretation after this time could affect the information we provide. It is not possible to guarantee that the tax authorities will not challenge a transaction or to guarantee the outcome of such a challenge if one is raised on the basis of the information we provide. To the maximum extent permitted by law, Pitcher Partners will not be liable for any loss, damage, liability or claim whatsoever suffered or incurred by any person arising directly or indirectly out of the use or reliance on the information contained within a Response. We recommend you seek a formal engagement of our professional services to consider the appropriateness of the information in a Response having regard to your objectives, circumstances, financial situation or needs before proceeding with any financial decisions. Pitcher Partners is an association of independent firms. Pitcher Partners is a member of the global network of Baker Tilly International Limited, the members of which are separate and independent legal entities. Liability limited by a scheme approved under professional standards legislation.
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