Senior Financial Planner

6 days ago

Sydney, New South Wales, Australia beBeeWealthManagement Full time $150,000 - $250,000

We are seeking a highly skilled Financial Strategist to provide personalized financial advice and wealth management solutions to high-net-worth individuals and families.

Key Responsibilities:
  • Develop and manage a portfolio of high-net-worth clients, providing tailored financial strategies and investment advice.
  • Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.
  • Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.
  • Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.
  • Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
  • Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions.
  • Maintain strict confidentiality and adhere to all regulatory and compliance requirements.
Qualifications:
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications).
  • Minimum of 5 years of experience in wealth management or a related financial advisory role.
  • Proven track record of managing and growing a portfolio of high-net-worth clients.
  • Strong knowledge of financial products, investment strategies, and market dynamics.
  • Excellent communication, negotiation, and interpersonal skills.
  • Ability to build and maintain long-term client relationships based on trust and integrity.
  • Proficiency in financial planning software and tools.
  • A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.
Skills and Competencies:
  • Strategic thinking and analytical skills.
  • High level of professionalism and ethical standards.
  • Client-focused with a commitment to delivering exceptional service.
  • Strong organizational and time management skills.
  • Ability to work independently and as part of a team.

  • Financial Planner

    6 days ago

    Sydney, New South Wales, Australia Financial-Advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based Financial Planning firm with strong ties to the accounting sector...

  • Financial Planner – Sw Sydney

    1 week ago

    Sydney, New South Wales, Australia Financial-Advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector and a...

  • Financial Planner – SW Sydney

    2 weeks ago

    Sydney, New South Wales, Australia financial-advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector...

  • Senior Financial Planner

    3 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $180,000 - $240,000

    Job Title: Senior Financial PlannerWe are seeking an experienced finance professional with a strong background in budgeting and planning to support our business in Oceania as a Senior Financial Planner. Reporting to the Head of FP&A, you will work closely with regional teams to prepare and provide financial forecasts, budgets, and strategic plans for...

  • Senior Financial Planner

    4 days ago

    Sydney, New South Wales, Australia beBeeAdviser Full time $90,000 - $120,000

    Job Title: Senior Financial AdviserThe ideal candidate will have extensive experience in providing high-quality financial advice to individuals and businesses. They must possess strong communication skills, be able to articulate the value of personal financial advice, and have a deep understanding of financial planning software.Provide expert-level financial...

  • Financial Planner

    1 week ago

    Sydney, New South Wales, Australia Randstad Australia Full time $90,000 - $120,000 per year

    In this Financial Planner role you will be responsible for providing holistic financial advice to new and existing members of the funds. The advice will be given face to face and you will write your own statements of advice. All appointments will be booked for you and you will have full administrative support and no business development targets, allowing you...

  • Strategic Financial Planner

    2 weeks ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $120,000 - $180,000

    Strategic Financial PlannerWe are seeking a skilled Strategic Financial Planner to join our Enterprise Financial Planning & Analysis team.This role leads the consolidation of Business Unit forecasts into a cohesive enterprise view and delivers insightful analysis to executive leadership.You will play a key role in financial planning, performance analysis,...

  • Senior Financial Strategist and Planner

    4 days ago

    Sydney, New South Wales, Australia beBeeStrategist Full time $180,000 - $250,000

    Job Description: We are seeking a Senior Financial Strategist and Planner to lead our finance team in setting the standard for exceptional financial management. The successful candidate will be responsible for crafting and delivering robust financial plans, forecasts, and analyses to inform strategic decision-making.">Craft and deliver comprehensive...

  • Financial Planner

    1 week ago

    Sydney, New South Wales, Australia CAAA Full time $90,000 - $120,000 per year

    Unlock an Exclusive Opportunity as a Seasoned Financial PlannerAre you a seasoned Financial Planner with a proven track record in business development and a passion for helping clients achieve their financial goals?If you're ready to take the lead in developing and growing the planning division within our Top 50 accounting firm, we invite you to explore this...

  • Part-Time Financial Planner

    1 week ago

    Sydney, New South Wales, Australia Fiducian Macarthur Full time $60,000 - $80,000 per year

    Unique Opportunity for a Part-time Financial PlannerWe are a Franchisee of a National Financial Planning company currently seeking a Part-time Financial Planner for our Narellan office.We are currently an all female team offering great Financial Advice to the Macarthur area. We do things a little different and are looking for the next great person to add to...