Senior Financial Advisor

7 days ago

Canberra, ACT, Australia beBeeClient Full time $70,000 - $90,000

As a Client Relationship Manager/Associate Adviser, you will be responsible for developing tailored financial strategies and advice documents alongside senior advisers/partners. You will also collaborate with offshore paraplanning and administration teams to ensure high-quality outcomes.

Key Responsibilities
  • Attend client meetings to develop tailored financial strategies and advice documents.
  • Collaborate with offshore teams to ensure high-quality outcomes.
  • Manage client implementation processes, ensuring accuracy and compliance.
  • Act as a key liaison point for clients, maintaining a strong service experience.
  • Support advisers with research, modelling, and file preparation as needed.
About the Role
  • Develop financial strategies and advice documents with senior advisers/partners.
  • Collaborate with offshore teams to enhance client experiences.
  • Ensure accurate and compliant client implementation processes.
  • Maintain strong relationships with clients through exceptional service.
  • Provide support to advisers with research and file preparation.

This role requires a strong understanding of financial advice processes, excellent communication skills, and a client-centric mindset. If you are motivated and detail-oriented, please apply your CV.

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