Professional Financial Advisor

1 week ago

Sydney, New South Wales, Australia beBeeFinancialPlanning Full time $90,000 - $120,000
Financial Planning Role

We are seeking an experienced and skilled financial advisor to join our team in Sydney.

About the Position

This is a client-facing role where you will provide comprehensive financial guidance and build strong relationships with our clients.

Main Responsibilities
  • Deliver high-quality, tailored financial advice aligned to clients' life goals
  • Collaborate closely with our support team to streamline advice delivery
  • Maintain compliance with relevant financial regulations
  • Stay current with changes in financial legislation, products, and market trends
Required Skills and Qualifications
  • Relevant qualifications in Financial Planning (minimum Diploma of Financial Planning / FASEA-compliant)
  • Proven experience as a financial advisor in Australia, with a holistic approach
  • Strong understanding of Australian superannuation, investment and insurance products
  • Interest in UK pension transfers
  • Excellent interpersonal and communication skills
  • A proactive mindset and a genuine desire to make a positive impact on clients' lives
What We Offer
  • A supportive and growing professional environment
  • A diverse range of high-quality clients seeking expert advice
  • A collaborative team culture where your ideas and contributions are valued
  • Flexible working arrangements and a strong focus on work/life balance

This role offers a unique opportunity to develop your skills and expertise as a financial advisor and work with a diverse range of clients.

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