Financial Career Opportunity

4 days ago

Melbourne, Victoria, Australia beBeeCareers Full time $125,000 - $175,000
Senior Financial Adviser

We are seeking a highly experienced Senior Financial Adviser to join our team in a long-term opportunity. As a trusted partner, you will be responsible for delivering tailored financial advice to achieve the best outcomes for our clients.

This role offers exposure to all aspects of the financial planning process in a supportive environment. You'll work closely with a loyal client base, delivering expert advice and building strong relationships. This is a hands-on role where your ideas and initiative will be valued from day one.

To succeed in this role, you will need to have:

  • Qualifications: Completed an approved financial planning degree or equivalent.
  • Registrations: Authorised Representative status. Financial Adviser Exam passed. CPD up to date.
  • Experience: Minimum 2–3 years of experience in an advice role with demonstrated ability to manage client relationships independently.
  • Technical Knowledge: Strong technical knowledge and experience in all aspects of financial planning, compliance, and client engagement process.
  • Software Proficiency: Proficiency with Microsoft 365 and various financial planning software and modelling tools. Experience with platforms such as North, HUB24, and Expand would be beneficial.

You will also enjoy:

Attractive remuneration package commensurate with experience

Career progression: Clear pathway to partnership

Boutique firm culture: Collaborative, client-first approach

Ongoing training and mentorship available

Autonomy: Flexibility to shape your role and grow with the business

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