Junior Financial Planning Specialist

2 weeks ago


Brisbane, Queensland, Australia beBeeCareer Full time $60,000 - $120,000

Job Title: Junior Financial Advisor

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We are seeking a skilled and enthusiastic junior financial advisor to join our team. In this role, you will be responsible for delivering high-quality financial advice to clients, with a focus on aged care and retirement planning.

">Key Responsibilities:
  • Assist in delivering tailored aged care financial advice to clients;
  • Support the preparation of accurate file notes and fact finds;
  • Contribute to strong, ongoing client relationships by providing empathetic and client-focused service;
  • Develop trust with clients through consistency and care;
  • Familiarity with financial planning software (e.g., Xplan) is highly desirable.
">Requirements:
  • Tertiary qualification in financial services;
  • FASEA education requirements completed;
  • At least 2 years of experience as a financial adviser;
  • Eagerness to learn and grow in a collaborative team environment.
">Benefits:
  • Uncapped commission and bonus structure;
  • Onsite parking available;
  • Mentorship and structured training for career growth;
  • Early finish on Fridays plus a monthly RDO.
">

About Us:

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We are a fast-growing, highly respected financial planning firm with a strong national presence. We pride ourselves on delivering personalized advice with empathy and integrity. Our team enjoys working in an inclusive culture, hands-on training, and clear pathways for development and promotion.



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