Financial Solutions Specialist

1 day ago


Perth, Western Australia beBeeFinancial Full time $80,000 - $120,000
Job Opportunity

A new role has become available for a skilled professional to work closely with Financial Planners in gathering fact find information.

Liaising with Financial Planners enables the successful candidate to research suitable outcomes and prepare recommendations across a wide range of Financial Planning solutions.

  • Prepare complex research and recommendations for Financial Planning solutions
  • Prepare findings ahead of client meetings to provide effective support
  • Prepare suitability reports based on suitable client outcomes, ensuring high-quality results
  • Undertake ad hoc project work as required

The ideal candidate will possess:

  • Attained or working towards the Diploma in Regulated Financial Planning to demonstrate expertise
  • Experience working in a financial services environment to apply existing knowledge
  • A strong understanding of financial products and services to deliver effective solutions
  • Excellent administrative, research, and report writing skills to ensure high-quality output

This is an exciting opportunity for a motivated individual to join a dynamic team and contribute to the success of our organization.



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