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Retirement Planning Specialist

3 weeks ago

Melbourne, Victoria, Australia beBeeFinancial Full time $90,000 - $120,000

As a key member of our team, you will play a crucial role in helping our members prepare for their retirement by providing high-quality intra-fund financial advice.

Key Responsibilities:

  • Provide expert advice to members on their superannuation and retirement options;
  • Ensure members feel confident about their financial future;
  • Work in a supportive, high-performing team;

Requirements:

  • A relevant tertiary degree to meet FASEA requirements;
  • A minimum of 1-2 years' experience in a similar role providing superannuation advice;
  • Sound industry knowledge and a thorough understanding of the legal and compliance framework within the financial services industry (specifically financial planning);
  • The ability to have engaging and meaningful conversations with members;
  • An existing registration (ASIC) as a financial adviser;

About This Role

  • We offer a comprehensive employee experience program that includes flexible work arrangements, wellbeing support, and career development opportunities;
  • You will be part of a dynamic culture with energized, professional individuals striving to lead the market;
  • Our inclusive work environment values diversity and promotes career growth;
  • This is an opportunity to shape the future of super and retirement;