Expert Financial Strategist

5 days ago

Maitland, New South Wales, Australia beBeeFinancial Full time $60,000 - $90,000
About Our Financial Services

We are a respected financial advisory firm that specialises in wealth creation, superannuation, retirement planning and insurance solutions. Our collaborative team environment supports both clients and employees.

The Role

As a detail-oriented Financial Planner, you will play a critical role in supporting our financial advisers by researching, preparing and documenting tailored financial strategies for clients. You will gain hands-on experience in developing strategic solutions across superannuation, investment management and risk protection, working alongside experienced advisers.

Main Responsibilities
  • Strategic Planning: Assist in the preparation and documentation of customized financial plans, including superannuation, investment and insurance solutions.
  • Research & Analysis: Conduct product research and analysis to identify suitable options for client portfolios.
  • Client Documentation: Prepare Statements of Advice (SOAs) and other client documents that meet compliance standards.
  • Ongoing Client Support: Assist advisers with follow-ups, updates and strategy reviews, ensuring clients' plans stay aligned with their goals.
  • Compliance Management: Support the compliance process, ensuring documentation meets regulatory requirements.
Candidate Qualifications
  • A degree in Financial Planning, Finance or a related field.
  • Strong analytical and research skills, with attention to detail.
  • Excellent written and verbal communication skills.
  • Commitment to the financial planning profession and a desire for ongoing learning and industry development.
  • Ability to work effectively within a team and manage multiple tasks efficiently.
Why Choose Us?

We provide structured training, mentorship and development opportunities. You will have the flexibility to work from either our office, alongside a supportive team that values client-focused advice. This role offers a solid foundation for a long-term career in financial planning.

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