Financial Services Professional

2 weeks ago

Brisbane, Queensland, Australia beBeeFinancial Full time $80,000 - $150,000

Job Overview

We are seeking a talented and experienced Financial Advisor to join our organization. This is an opportunity to take your career to the next level by leading a portfolio of clients and contributing to a dynamic team.

This role offers more than just a job – it's a career opportunity that values ambition, innovation, and client excellence.

We are looking for financial professionals who want to be key players, bring fresh ideas, and thrive in an innovative environment with the backing of a global business and the resources to help you succeed and grow.

Your Key Responsibilities

  • Deliver comprehensive financial planning services, including investments, superannuation, and estate planning
  • Service an existing portfolio of clients while driving new business opportunities
  • Work collaboratively with in-house stockbrokers and accountants to deliver holistic solutions
  • Build strong professional networks with accountants, lawyers, and industry partners
  • Ensure compliance with regulatory standards
  • Use market-leading financial planning platforms

Required Skills and Qualifications

  • FSA-compliant Financial Planner with a Graduate Diploma in Financial Planning
  • Proven ability to build and maintain strong client relationships
  • Business development mindset with proactive networking skills
  • Innovative thinker who can bring new ideas to the table
  • Excellent communication and client engagement abilities

Benefits

  • Established client base with immediate access to high-net-worth clients
  • Clear career progression pathways to senior roles
  • Competitive salary and performance bonuses
  • Collaborative, innovative team environment with global resources
  • Opportunity to join during an exciting phase of growth

About the Role

We offer a unique opportunity to work in a fast-paced and dynamic environment where you will have the chance to make a real impact on our clients' lives.

  • Financial Services Professional

    2 weeks ago

    Brisbane, Queensland, Australia beBeeCareer Full time $60,000 - $80,000

    About the RoleWe are seeking an experienced financial services professional to join our team in Brisbane CBD.The successful candidate will work closely with a seasoned financial advisor, providing holistic advice to clients across various strategies.You will receive comprehensive training, mentorship, and coaching to develop your skills as a financial...

  • Financial Services Professional

    7 days ago

    Brisbane, Queensland, Australia beBeeCustomerService Full time $90,000 - $120,000

    \Develop a strong foundation in financial services through our comprehensive training program, designed to equip you with the skills and knowledge needed to excel in banking.\Key Responsibilities:\\Deliver Exceptional Customer Service: Ensure a seamless banking experience for millions of customers by providing timely and effective support.\Assist customers...

  • Financial Planning Assistant

    1 week ago

    Brisbane, Queensland, Australia Insignia Financial Full time

    Financial Planning Assistant**The opportunity**As a Financial Planning Assistant with Shadforth on a 12 month fixed-term contract, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling...

  • Financial Services Professional

    2 weeks ago

    Brisbane, Queensland, Australia beBeeTaxation Full time $64,540 - $94,540

    Job Description:We are seeking a highly skilled Taxation Officer to join our Investment Advisory and Taxation Services team. Your primary responsibility will be to prepare income tax returns and statutory compliance documents, providing timely and accurate business support and advice in financial and taxation accounting services.This role plays a crucial...

  • Financial Services Professional

    2 weeks ago

    Brisbane, Queensland, Australia beBeeCareer Full time $61,000 - $250,000

    **About the Job:**A **Financial Services Professional** will be responsible for building and maintaining relationships with clients, creating personalized financial plans, and providing ongoing support to help them achieve their goals.**Key Responsibilities:**Build a strong client base through networking, referrals, and excellent customer serviceCreate...

  • Financial Services Professional

    2 weeks ago

    Brisbane, Queensland, Australia beBeeCredit Full time $70,000 - $140,000

    **Business Banking Expert Role**We are a team focused on meeting the needs of Small to Medium Enterprises.Our clients include businesses from various industries across retail, manufacturing, property, and professional services.We offer a comprehensive range of products and services designed to meet business requirements.**Key Responsibilities**As a key...

  • Financial Services Professional

    2 weeks ago

    Brisbane, Queensland, Australia beBeeAccountant Full time $50,000 - $80,000

    Accountant RoleWe are seeking a highly skilled Accountant to join our organisation on a full-time basis.Job Description:The successful candidate will have the opportunity to learn and grow with us, working closely with senior accountants to provide a range of services including compliance work, financial statement preparation, and tax expertise.Key...

  • Financial Services Professional

    2 weeks ago

    Brisbane, Queensland, Australia beBeeFinance Full time $50,000 - $80,000

    About our clientAs a finance professional, you will be responsible for delivering key financial services.Manage accounts payable by processing invoice data entry;Prepare and dispatch invoices to clients for payment;Conduct bank reconciliations and credit card reconciliations;Foster effective relationships with internal and external stakeholders; andProvide...

  • Financial Services Professional

    2 weeks ago

    Brisbane, Queensland, Australia beBeeCustomer Full time $94,755 - $115,067

    Job OpportunityWe are looking for a skilled and enthusiastic professional to join our team as a Mobile Banker. As a key member of our business development team, you will be responsible for building relationships with customers and promoting our products and services.This is an excellent opportunity for someone who is passionate about helping others achieve...

  • Financial Services Professional

    2 weeks ago

    Brisbane, Queensland, Australia beBeeAccountant Full time $38,400 - $76,800

    We are seeking a highly skilled and experienced Financial Services Professional to join our team on a 3-month temporary contract. Reporting to the CFO, you will play a key role in maintaining the financial function's efficiency while supporting process improvements and automation initiatives.Key Responsibilities:Manage accounts payable (AP), accounts...