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Senior Financial Planning Specialist

3 weeks ago

Gold Coast, Queensland, Australia beBeeFinancialAdvisor Full time $80,000 - $120,000

Seeking a skilled Financial Advisor to join our dynamic team and provide comprehensive independent financial planning advice.

Key responsibilities include:

  • Working full-time from our Gold Coast office
  • Providing detailed, unbiased advice over a 4-meeting engagement process
  • Meeting with clients via Zoom
  • Fully supported role with administration and paraplanning assistance

Requirements:

  • Confidence and excellent interpersonal skills
  • Minimum of 3 years' experience as a practicing financial advisor (paraplanning experience advantageous)
  • Relevant university degree qualification (post-graduate advantageous)
  • Strong knowledge in superannuation, retirement planning, and SMSFs, as well as estate planning, trusts, and companies
  • Excellent organisational and communication skills

Benefits include:

  • A fun and supportive work environment
  • Competitive salary based on experience
  • Opportunities for advancement and professional growth

Please email your resume for consideration.