Strategic SMSF Financial Planner

9 hours ago

Melbourne, Victoria, Australia beBeeFinancial Full time $90,000 - $110,000

We are seeking a highly skilled professional to lead our SMSF team in delivering innovative strategies that cater to clients' wealth management needs. Our ideal candidate will possess strong technical knowledge, excellent communication skills, and a client-centric approach.

About the Role

The Senior Analyst role involves working closely with the management group to develop and implement effective strategies for clients' retirement planning while ensuring compliance with regulatory requirements.

  • Preparation of comprehensive financial models and analysis;
  • Collaboration with external auditors to ensure accuracy and transparency;
  • Development of strategic plans to meet clients' objectives;
  • Identification of opportunities to enhance client engagement and satisfaction;
Requirements

To succeed in this challenging role, applicants should possess:

  • Relevant tertiary qualifications in Accounting or Finance;
  • Proven experience in SMSF planning and strategy development within a professional services firm;
  • Action-oriented mindset with a focus on delivery and results;
  • Excellent communication and interpersonal skills to build strong relationships with clients and stakeholders;
  • Ambitious and driven individual with a passion for delivering exceptional client outcomes.
Key Skills
  • Technical expertise in SMSF planning and compliance;
  • Strong analytical and problem-solving skills;
  • Effective communication and presentation skills;
  • Ability to work collaboratively as part of a high-performing team;

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