Strategic Financial Adviser

15 hours ago

Perth, Western Australia beBeeFinancial Full time $80,000 - $100,000
Job Overview

The role of Senior Financial Planner involves providing strategic financial guidance to existing clients, spanning from wholesale to high net worth individuals.

This position is suited for experienced Private Wealth Financial Planners with a proven track record, strong commercial acumen, and the ability to foster long-term client relationships. Candidates with a background in running their own financial planning practice would be highly suitable.

  • Extensive experience working as a Financial Planner
  • Strong business acumen and relationship-building skills
  • In-depth understanding of compliance frameworks within the advice industry
  • ADFP or CFP accreditation
  • Tertiary degree aligned with FASEA education requirements
About This Opportunity

This esteemed independent Financial Service Group has established a strong reputation over many years, prioritizing a client-centric approach to develop a loyal and solid client base.

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