Senior Financial Planner

20 hours ago

Brisbane, Queensland, Australia beBeeFinancialPlanning Full time $90,000 - $120,000
Key Role for Financial Planning Professional

We seek a highly skilled and experienced Paraplanner to support our financial advisors in delivering exceptional client service and high-quality advice.

About the Role
  • The successful candidate will conduct comprehensive financial analysis, develop personalized financial plans, and collaborate with financial advisors to ensure seamless delivery of services to clients.
Responsibilities
  1. Conduct thorough financial research and analysis to identify suitable solutions for clients.
  2. Develop and implement effective financial planning strategies to meet client objectives and needs.
  3. Maintain up-to-date knowledge of Australian financial regulations and industry best practices to ensure compliance.
  4. Collaborate with financial advisors to deliver high-quality advice and exceptional client service.
Requirements
  • A strong educational background in paraplanning or a related field.
  • RG146 completion is essential for this role.
  • Demonstrated experience working in a similar capacity within the financial planning industry.

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