Financial Expert

6 days ago

Perth, Western Australia beBeeAdviser Full time $80,000 - $100,000
About This Role

We're seeking passionate financial experts to join our team, providing high-quality intra-fund and retirement advice via phone. Our ideal candidate will be responsible for delivering clear, actionable guidance, building strong relationships with clients and referral sources, collaborating with a supportive team, and contributing to a positive team culture focused on client outcomes.

Key Responsibilities:

  • Deliver simple, high-quality intra-fund and retirement advice via phone
  • Build strong relationships with clients and referral sources
  • Collaborate with a supportive team
  • Contribute to a positive team culture focused on client outcomes

What You'll Need:

  • 1–3 years' experience in a financial advice role
  • Passion for helping people and delivering client-centric advice
  • Strong technical knowledge across financial planning disciplines
  • Near completion or enrolled in FASEA-compliant qualifications
  • Registered on the ASIC Financial Adviser Register and RG146 compliant
Benefits

Our team offers a range of benefits, including:

  • FlexiWorks – enabling employees to work in the office and at home
  • Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave
  • Employee Recognition Program - to recognise employees who are demonstrating our values and Company purpose
  • Talent Referral Program
  • Salary Sacrificing via Superannuation
  • Employee Assistance Program
  • Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
  • Employee discounts – Access discounted rates and offers from a variety of providers
About Us

We're an inclusive employer whose people work collaboratively, celebrating the successes of our clients and our people. We treat all individuals fairly and equitably, without discriminating based on diverse characteristics such as gender, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status, or carers responsibilities.

If you're driven by helping Australians make the most of their superannuation and thrive in a member-first advice environment, this is your chance to make a real impact. Whether you're an experienced adviser ready to mentor others or someone building your career in financial advice, we offer the support and flexibility to help you succeed.

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