Senior Strategic Financial Professional

2 days ago

Newcastle, New South Wales, Australia beBeeFinancialAdvisor Full time $110,000 - $130,000

As a seasoned financial professional, you will be responsible for nurturing and expanding a portfolio of high-calibre clients by providing bespoke, strategic advice.

You will foster strong, trust-based relationships with clients, professional referrers, and internal stakeholders.

The role involves identifying novel business opportunities and contributing to the continued growth and direction of the organisation.

You will oversee the delivery of advice strategies from development through to implementation, ensuring compliance and high standards at every stage.

This is a unique opportunity to work within a leading firm, renowned for its commitment to client success, professional excellence, and team collaboration.

About Us

We are a leading accounting and advisory firm supporting a broad range of clients across various industries.

We have a strong culture of inclusiveness and collaboration across cross-functional teams.

Key Responsibilities
  • Nurture and expand a portfolio of high-calibre clients by providing bespoke, strategic advice.
  • Foster strong, trust-based relationships with clients, professional referrers, and internal stakeholders.
  • Identify novel business opportunities and contribute to the continued growth and direction of the organisation.
  • Oversight of advice strategy delivery from development through to implementation, ensuring compliance and high standards at every stage.
  • Contribute to mentoring, coaching, and supporting the development of team members.
Requirements
  • Certified Financial Planner designation and Authorised Representative status.
  • Demonstrated ability to deliver high-quality, technically sound advice with a client-first mindset.
  • Excellent communication skills, with the ability to simplify complex strategies and build strong relationships.
  • High level of self-motivation, time management, and attention to detail.
  • Strong business acumen with a drive to identify opportunities and contribute to the firm's strategic goals.
  • Experience with financial planning software and Microsoft Office suite.

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