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Financial Planning Professional

3 weeks ago

Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $120,000
Role Overview

We are seeking a skilled Financial Planning Professional to join our team. As a key member of our organization, you will play a vital role in supporting our clients by preparing high-quality, compliant advice documents.

In this role, you will work closely with various stakeholders to refine recommendations, conduct detailed financial calculations, and ensure all advice aligns with compliance standards.

Your responsibilities will include:

  • Preparing accurate and compliant advice documents, such as Statements of Advice (SoAs) and Wholesale Advice Documents (WADs), tailored to meet client goals and objectives.
  • Collaborating with internal stakeholders to refine recommendations and conduct detailed financial calculations.
  • Ensuring all advice submissions meet compliance standards.
  • Maintaining detailed records and providing coaching to colleagues on documentation standards.
Key Requirements

To succeed in this role, you will need:

  • A strong understanding of financial planning principles, investment strategies, and regulatory requirements.
  • High attention to detail and ability to draft accurate advice documents.
  • Excellent communication skills to engage effectively with stakeholders.
  • Strong organisational skills, with the ability to manage multiple priorities and maintain detailed records.
About Our Team

We are a dynamic team dedicated to delivering exceptional client experiences. We foster a culture of collaboration, innovation, and continuous learning.

Why Join Us?

We offer a supportive and inclusive work environment, opportunities for professional growth and development, and a competitive compensation package.

Our Commitment to Diversity, Equity and Inclusion

We are committed to fostering a diverse, equitable and inclusive workplace. We welcome people from all backgrounds and encourage applications from underrepresented groups.