Career Opportunity: Financial Solutions Specialist

2 weeks ago


Perth, Western Australia beBeeFinancial Full time $60,000 - $100,000
Financial Solutions Professional

We are seeking a skilled and experienced Financial Solutions Professional to join our team.

About the Role
  • Develop strong relationships with financial planners to gather essential information for in-depth analysis
  • Produce comprehensive research and recommendations across a range of financial solutions
  • Prepare detailed findings ahead of client meetings
  • Generate thorough suitability reports based on client outcomes
  • Undertake various project work tasks as required
Requirements
  • Hold or be working towards a Diploma in Regulated Financial Planning
  • Previous experience in a financial services environment
  • Strong understanding of financial products and services
  • Excellent administrative, analytical, and report writing skills


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