Senior Advice Professional

6 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $80,000 - $120,000
Job Opportunity - Financial Planner

A dynamic and challenging role for an experienced Financial Planner has become available in a reputable Sydney based Financial Planning firm.

The company has a strong presence in the accounting sector and a proud history of growth and success providing quality financial advice to its clients.

As a key member of the team, you will be responsible for delivering high-quality investment, SMSF, insurance and strategic financial advice to existing and new clients.

Key aspects of the role include:

  • Providing exceptional client service and building strong relationships with clients and referral partners.
  • Developing and implementing coaching tools to enhance knowledge and triggers for advice.
  • Maintaining and fostering relationships with accounting referral partners.
  • Delivering high-quality investment, SMSF, insurance and strategic financial advice.

The ideal applicant will have 5 years' experience in a client-facing advice role, encompassing a broad range of client types and demographics. You will possess advanced technical skills, including direct experience working with SMSFs, investments, and retirement income streams.

Key qualifications include:

  • Advanced technical skills, including direct experience working with SMSFs, investments, and retirement income streams.
  • Proven ability to build strong relationships with clients and referral partners.
  • Excellent communication and interpersonal skills.

Benefits of the role include:

  • A highly attractive market salary plus incentives.
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.

Enquiries: Send Email

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