Retirement Planning Advisor

1 week ago

Gold Coast, Queensland, Australia beBeeFinancial Full time $80,000 - $120,000

Our firm specialises in retirement planning advice for 55-65 year-olds, providing strategic guidance with minimal product recommendations.

Why Do We Need You?

To meet our growing needs, we are seeking an experienced Financial Adviser to join our dynamic team.

Due to rapid growth, this is an exciting opportunity to work on comprehensive independent financial planning advice over a 4-meeting engagement process.

What You'll Get in Return

The opportunity to build a culture where everyone has the opportunity to do meaningful work and be recognised for their efforts.

Plus, you'll get:

  • A fun and supportive work environment
  • Opportunities to collaborate with a team of knowledgeable and high-achieving professionals
  • Regular company events and social gatherings
  • The chance to be a part of a rapidly growing business with numerous opportunities for advancement
What's the Role?

Your role will include:

  • Working full-time from our office.
  • Providing comprehensive independent financial planning advice over a 4-meeting engagement process
  • All leads being generated for you
    Not having to manage client portfolios and share markets
  • Independent product advice largely comprising of industry fund comparisons
  • No ongoing client management
  • Meetings being held on Zoom
  • Fully supported role with administration and paraplanning
Who Are You?

Are you a confident, educated and knowledgeable individual who thrives in providing honest and conflict-free advice? If so, we want to hear from you.

We are accepting applications from financial advisers who:

  • Are ASIC registered.
  • Have a minimum of 3 years' experience as a practicing financial adviser (paraplanning experience an advantage).
  • Have a relevant university degree qualification (post-graduate will be an advantage).
  • Have excellent knowledge in the areas of superannuation, retirement planning and SMSFs, as well as good knowledge of estate planning, trusts, and companies.
  • Have excellent interpersonal and communication skills, and the ability to build rapport with clients.
  • Are highly-organised and process-driven.
    Can provide exceptional customer service & experience.
  • All applications will remain strictly confidential.

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