A Seasoned Financial Planner Opportunity in SW Sydney

2 weeks ago

Sydney, New South Wales, Australia beBeeCareer Full time $90,000 - $120,000

About the Role

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  • We are seeking a seasoned Financial Planner to join our team in SW Sydney. The ideal candidate will have 5 years of experience in client-facing advice roles, with expertise in SMSFs, investments, and retirement income streams.
  • The role is a hybrid mix of existing and new business clients, requiring advanced technical skills and a high level of client service ethic.
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Key Responsibilities

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  • Provide high-quality investment, SMSF, insurance, and strategic financial advice to existing and new clients.
  • Maintain and foster relationships with accounting referral partners and design coaching tools to enhance knowledge and triggers for advice.
  • Deliver exceptional client reviews, education services, and referrals from existing clients.
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Benefits

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  • This opportunity offers a chance to apply your professional capabilities in a highly focused advice firm with strong existing client relationships.
  • You will enjoy a hybrid advice role with existing and new business clients, working closely with an on-site accounting group motivated to refer clients and grow the business.
  • A high level of internal support is available, with dedicated administration taking care of all back-office functions.
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Requirements

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  • 5 years of experience in a client-facing advice role, encompassing a broad range of client types and demographics.
  • Advanced technical skills, direct experience working with SMSFs, investments, and retirement income streams.
  • A mature advice professional with a high level of client service ethic, aptitude, and capabilities.

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