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Strategic Financial Planner

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Queenstown, Australia beBeeFinancial Full time $40,000 - $80,000
Job Overview

A finance professional is required to provide guidance and support to clients in managing their financial affairs.

Required Qualifications and Skills
  • A minimum of a matriculation certificate or equivalent qualification
  • At least 12 months' experience in the financial services industry as a financial advisor
  • Completion of additional training in long-term insurance, investments, and regulatory examinations
Key Responsibilities
  • To conduct client consultations and provide tailored financial advice
  • To develop and implement strategies for improving client satisfaction and retention
  • To maintain accurate records of client interactions and transactions
Benefits
  • A competitive salary and benefits package
  • Opportunities for career growth and development
  • Support from a dedicated team of professionals
Requirements
  • A valid driver's licence and own vehicle
  • A clear credit check and ability to pass a security clearance
Competencies
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Adaptability and flexibility in a fast-paced environment

The appointment will be made from the designated group in line with the Employment Equity Plan and the specific business unit in question.