Strategic Financial Advisor

1 day ago

Perth, Western Australia beBeeFinancial Full time $120,000 - $150,000

Job Overview

The role of a Financial Planner at our organisation is an exciting opportunity for talented professionals to advance their careers in financial planning and contribute to a values-driven company committed to excellence.

  • Assist senior planners in managing client relationships and preparing for meetings;
  • Respond to client enquiries and provide timely updates on financial matters;
  • Help onboard new clients by gathering financial data and documentation;
  • Adhere to compliance requirements, including writing and assisting in the preparation of advice documents;
  • Attend industry events, workshops, and seminars to stay at the forefront of financial planning trends, practices, and regulations.

Qualifications, Skills & Experience

  • A professional year and certification in financial planning;
  • Listing on the Register of Financial Advisers (RFA) and authorisation to provide personal financial advice;
  • Experience working with high-net-worth clients is advantageous;
  • An Approved Bachelor's Degree or higher;
  • A robust understanding of investment platforms, superannuation funds, tax, estate planning, and complex entity structures;
  • In-depth knowledge of financial markets and investment principles.

About the Organisation

Our company is a recognised leader in the financial planning industry, having been honoured multiple times as one of Australia's best places to work. Guided by the philosophy that great outcomes begin with great people, we nurture an environment where passion, purpose, and wellbeing fuel every step forward.

Why Choose Us?

We offer a dynamic and supportive work environment that allows you to grow and develop your skills and expertise. Our team is passionate about delivering exceptional results and making a positive impact in the lives of our clients.

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