Career Opportunity: Financial Planner

2 days ago

Mackay, Queensland, Australia beBeeWealth Full time $80,000 - $120,000
Financial Planning Specialist Role Overview

Our organization is seeking a skilled and experienced Financial Planning Specialist to join our team in Mackay, Queensland.

The ideal candidate will possess a strong background in wealth management, with exceptional communication and interpersonal skills. You will be responsible for providing expert advice and guidance to clients on financial planning matters.

Key Responsibilities:

  • Assess client needs and develop tailored financial plans that meet their unique requirements.
  • Provide ongoing support and guidance to clients, ensuring they achieve their financial goals.
  • Collaborate with cross-functional teams to deliver exceptional service and ensure seamless client experience.
  • Stay up-to-date with industry developments and best practices, applying this knowledge to enhance client outcomes.

Requirements:

  • Relevant tertiary qualifications in finance or a related field, such as economics or accounting.
  • Minimum 2 years' experience in a similar role, with a proven track record of delivering high-quality results.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.

What We Offer:

  • A dynamic and supportive work environment that fosters growth and development.
  • Ongoing professional development opportunities, including training and mentorship programs.
  • A competitive salary and benefits package, recognizing your value and contributions to our organization.

About Our Organization:

We are a leading recruitment agency specializing in wealth management roles, with a reputation for delivering exceptional service and results. Our team of experts has extensive knowledge and experience in the industry, and we are committed to helping our clients and candidates succeed.

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