Long-Term Client Care Specialist

1 day ago


Perth, Western Australia beBeeFinancial Full time $90,000 - $120,000
Job Description

As a seasoned Financial Adviser, you will be responsible for deepening relationships with existing clients and conducting client meetings to present solutions. You will also coordinate with accountants, fund managers, and other professionals to deliver comprehensive advice strategies.

Our ideal candidate possesses strong interpersonal skills, has experience in a client-facing financial advice role, and is passionate about long-term client care. If you are confident in developing and delivering comprehensive advice strategies and have a solid understanding of financial planning software, we encourage you to apply.

Required Skills and Qualifications
  • Strong interpersonal skills with a demonstrated ability to engage with and influence people
  • Experience in a client-facing financial advice role
  • Passion for long-term client care and commitment to ongoing professional development
  • Confidence in developing and delivering comprehensive advice strategies
  • Solid understanding of financial planning software
Benefits
  • A well-established client base built over many years
  • Mentorship from a Senior Adviser
  • Full support from our dedicated client services and paraplanning team
  • A clear, transparent pathway to becoming a Partner and equity owner within 3-5 years
  • Flexible work arrangements and a collaborative culture that values long-term advice
Others

This role is ideal for someone who is relationship-focused and success-driven, with no sales targets. Our firm thrives on trusted referrals, long-standing relationships, and strong growth.



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