Senior Financial Professional

2 weeks ago

Sydney, New South Wales, Australia beBeeAdviser Full time

We are seeking a seasoned financial professional to join our team as a Senior Financial Adviser. In this role, you will be responsible for providing expert advice to a diverse portfolio of clients across various financial matters.

  • Residential and Investment Lending
  • Personal and Business Insurance
  • Superannuation and Investment Strategies
  • Retirement Planning
  • Self-Managed Super Funds (SMSFs)
  • Budgeting and Cash Flow Management
  • Estate Planning
Key Responsibilities:
  • Deliver high-quality financial advice in line with business service standards
  • Conduct regular reviews with existing clients to identify opportunities for enhanced outcomes
  • Build and maintain strong relationships with external professionals and business partners
  • Maintain accurate and compliant client records and file notes
  • Ensure all advice meets regulatory requirements
  • Meet individual performance targets
  • Stay up-to-date with industry developments and complete required continuing professional development (CPD)
Success Metrics:
  • High levels of client satisfaction and retention
  • Strong collaboration with internal teams to deliver end-to-end client solutions
  • Active contribution to a positive team culture
  • Compliance with regulatory obligations

This is an opportunity for a dedicated professional to make a real impact in the lives of our clients. If you are passionate about delivering exceptional financial advice and building long-term relationships, we encourage you to apply.

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