Senior Financial Planner Position

2 weeks ago

Melbourne, Victoria, Australia beBeeCareer Full time $90,000 - $130,000

Financial Planning Role

This position offers an opportunity to work in a reputable financial planning business.

About the Job
  • You will have a clear pathway to becoming a qualified adviser with structured support and guidance.
  • As part of your role, you will participate in client meetings, assisting in the presentation of Statements of Advice (SOAs).
  • File note management, data upload into Xplan, and strategy development are key aspects of this position.
  • High compliance standards must be maintained, ensuring seamless client file management from start to finish.

What We're Looking For

  • At least 12 months of experience as a paraplanner or associate advisor is required for this role.
  • Excellent client service skills and a strong understanding of technical concepts are essential for success.
  • Xplan experience is mandatory for this position.
About the Opportunity

This is a flexible working environment offering a low turnover rate. This role is ideal for a paraplanner seeking more variety and involvement in client appointments.

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