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.
