Senior Financial Solutions Expert

2 weeks ago


Melbourne, Victoria, Australia beBeeFinancial Full time $150,000 - $160,000
Job Description

The role of a Senior Financial Planner at our organisation involves delivering strategic financial solutions and investment advice to clients, guiding junior staff, and collaborating with directors on firm-wide projects.

About the Role
  • Deliver detailed financial plans and investment advice to clients
  • Guide and mentor Provisional Planners
  • Collaborate on client strategies and firm projects
  • Contribute to process improvement initiatives
Key Responsibilities:
  • Lead client meetings and provide financial planning guidance
  • Build long-term relationships with clients
  • Guide and support junior staff members
  • Develop tailored financial solutions
  • Maintain strong technical expertise
  • Ensure compliance with regulatory requirements
About You
  • Relevant tertiary qualifications in Finance or a related field
  • Minimum 10+ years' experience as a Financial Planner
  • Certified Financial Planner (CFP) designation
  • Strong technical knowledge in superannuation and estate planning
  • Proven experience with Xplan and Microsoft Office Suite
  • Process-driven mindset with excellent attention to detail
  • Strong leadership and mentoring abilities


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