Seeking Expert Financial Planners in Bendigo

3 days ago

City Of Greater Bendigo, Australia beBeeFinancial Full time $90,000 - $120,000
Financial Planning Opportunities in Bendigo

We are seeking a skilled and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for managing the advice needs of existing clients, converting prospective clients, and introducing new clients to our business.

Key Responsibilities
  • Proactively source, engage, and manage client referrals and key referral relationships
  • Leverage evolving financial digital platforms and advice processes to drive productivity, compliance, and client engagement
  • Contribute to client experience improvement initiatives and coach clients to adopt evolving technologies and processes
Requirements
  • RG146 Compliant and passed Adviser exam (mandatory for Authorization)
  • Completed an approved course in Australian Tax Law and a course in Commercial Tax
  • Possess an approved degree (desired but not mandatory)

If you are a motivated and results-driven individual with expertise in Financial Advice, we encourage you to apply for this exciting opportunity.

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