Financial Planning Specialist

2 weeks ago

Sydney, New South Wales, Australia BDO Full time

**Current Opportunity**

We are seeking an experienced Financial Adviser to join our Private Wealth team at BDO. As a key member of our team, you will be responsible for providing holistic strategic and investment advice to our clients.

**Key Responsibilities:**

  • Develop and implement personalized wealth management strategies, including investment recommendations, retirement planning, tax planning, debt management, and estate planning.
  • Assist clients with complex decisions around protecting and growing their wealth and structuring their investments.
  • Work closely with support staff to implement advice and undertake business development to assist with growing the existing client book.
  • Stay updated with the latest market trends, economic developments, and industry regulations to provide informed and up-to-date advice.
  • Support and mentor financial planning staff.

**What We Look For:**

We are looking for a professional with a strong work ethic, excellent communication skills, and a growth mindset. Previous experience in advice with a minimum of 5-10 years providing financial advice in the areas of superannuation, investments, and insurance is required. FASEA qualification and a strong compliance history are also essential.

**About BDO:**

BDO is an established and self-licensed financial advice practice looking after families and individuals to help them live the life they want to lead. We offer leading accountancy, tax, and advisory services to clients Australia-wide.

**What We Offer:**

We offer professional development, a collaborative culture, workplace flexibility, global career growth opportunities, and an industry-competitive salary package. We are committed to building your technical, advisory, leadership, and management skills, and balance work with promoting health, wellbeing, workplace giving, and social activities.

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