Financial Planning Executive

1 week ago


Melbourne, Victoria, Australia beBeefinancialplanning Full time $90,000 - $120,000
Financial Planning Professional

We are seeking a highly skilled and motivated Financial Planning Professional to provide professional financial advice to clients and service a portfolio of existing clients.

As a key member of our team, you will be provided with the tools and support to attract and engage new client business. Your expertise in financial planning will enable us to deliver exceptional services to our clients.

Key Responsibilities:

  • Offer a comprehensive financial planning solution including investment, superannuation, retirement, and insurance advice.
  • Develop and implement personalized financial plans for clients.
  • Maintain strong relationships with existing clients and identify opportunities to expand their services.

Requirements:

  • FSA-approved degree or FSA-approved pathway.
  • Completed FSA exam.
  • 2+ years industry experience preferred.
  • A current and unrestricted driver's licence.

We value professionals who possess excellent business acumen, high ethics, and strong team player skills. This is an excellent opportunity for progression to partner or associate. We offer a collaborative and dynamic work environment that fosters growth and development.



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