Senior Financial Services Coordinator

4 days ago


Melbourne, Victoria, Australia beBeeInvestment Full time $85,000 - $95,000
Job Overview

As a Senior Associate Advisor, you will play a key role in supporting Financial Advisors in delivering high-quality financial solutions to clients.

Key Responsibilities:
  • Implementing comprehensive financial advice across products and strategies
  • Assisting with Advisers in conducting annual reviews with clients
  • Managing investments using XPLAN to maximize returns
  • Submitting trades and portfolio rebalances in accordance with clients' risk profiles
  • Coordinating personal insurance applications from initiation to completion
Requirements:
  • Relevant tertiary qualifications in finance or a related field
  • Proven experience in Paraplanning or as an Associate Adviser
  • Strong knowledge of investments and investment platforms


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