Senior Financial Services Professional

2 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $120,000 - $150,000
Senior Financial Adviser Role

Deliver exceptional advice and build strong client relationships in a dynamic financial environment.

The operational structure is designed to minimize administrative burden, allowing senior financial advisers to focus on clients and less time on paperwork.

A dedicated team works together to ensure the senior financial adviser's time is spent where it matters most.

  • Provide holistic, compliant, and high-quality advice to a diverse portfolio of existing and new clients.
  • Deliver comprehensive financial advice in line with business service model.
  • Conduct ongoing reviews with existing clients and identify opportunities for enhanced outcomes.
Key Skills and Qualifications:
  • Residential & Investment Lending
  • Personal & Business Insurance
  • Superannuation and Investment Strategies
  • Retirement Planning
  • Self-Managed Super Funds (SMSFs)
  • Budgeting and Cash Flow Management
  • Estate Planning
  • Tax Planning (in consultation with accounting partners)

You will be supported by a dedicated Associate Adviser and the broader teams, ensuring you can focus on client relationships and strategic advice.

This role requires a strong level of personal values and desire to add real value to clients. The firm values loyalty and provides a healthy and welcoming environment to work and excel in.

Client meetings will take place primarily in the office or via video, with occasional off-site meetings as required.

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