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Dynamic Financial Planner Wanted

2 weeks ago

Sydney, New South Wales, Australia beBeeFinancialPlanning Full time $80,000 - $120,000
Job Title

We are seeking an ambitious Financial Planning Specialist to join our Wealth Advisory team. In this role, you will work closely with clients to understand their financial goals and develop tailored strategies to help them achieve success.

The ideal candidate will have a strong background in finance and excellent communication skills. You will be responsible for conducting investment analysis, developing financial strategies, and providing expert advice to clients.

In return, you will enjoy a dynamic and supportive work environment, opportunities for career growth and development, and a competitive salary package.

About the Role

This is an exciting opportunity for a motivated and results-driven individual to join our team as a Financial Planning Specialist. As a key member of our Wealth Advisory team, you will be responsible for:

  • Providing expert financial planning advice to clients
  • Conducting investment analysis and developing financial strategies
  • Working closely with clients to understand their financial goals and objectives
  • Developing and maintaining strong relationships with clients
Requirements

To be successful in this role, you will need to have:

  • A degree in Commerce, Economics, or a similar discipline
  • 1-2+ years' experience in financial planning/advice, superannuation consulting, technical roles, or accounting
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Proficiency in Word, Excel, and analytical tools
What We Offer

We offer a dynamic and supportive work environment, opportunities for career growth and development, and a competitive salary package. Our benefits include:

  • A clear career pathway to Advisor with educational support
  • Professional year support
  • Collegiate, client-centric advice culture – not sales-focused
  • Opportunities to work with UHNW families, business owners, executives, and institutional investors
  • Extensive in-house training on investments, tax, structures, asset protection, and soft skills
  • Comprehensive wealth management services including tax minimisation, superannuation (including SMSF), debt management, and asset protection
  • Hybrid working arrangements – 2 days from home
  • Salary Continuance Insurance for all employees
  • Access to an in-house psychologist for personal and professional coaching
  • Bi-monthly colleague lunches, dress-for-your-day policy, leadership development programs, and primary carer return-to-work incentives