Financial Expert

2 days ago

Sydney, New South Wales, Australia beBeeExpertise Full time $140,000 - $180,000
Financial Expert Role

We are seeking two passionate professionals to join our leading intra-fund advice team.

About the Opportunity
  • Delivering high-quality intra-fund and retirement guidance via phone
  • Building strong relationships with clients and referral sources
  • Breaking down complex financial concepts into clear, actionable advice
  • Collaborating with a supportive team including experts
  • Contributing to a positive team culture focused on client outcomes
Your Skills and Experience
  • 1–3 years' experience in a financial role
  • Passion for helping people and delivering member-centric guidance
  • 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

Key Responsibilities:

  • Develop and maintain expert knowledge of financial products and services
  • Provide personalized advice and guidance to clients
  • Stay up-to-date with industry trends and regulatory requirements
  • Collaborate with colleagues to achieve business objectives

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