Careers in Financial Planning

1 day ago


Brisbane, Queensland, Australia beBeeFinancial Full time $60,000 - $100,000

Seeking a Professional Financial Advisor

This position presents a unique opportunity to provide expert advice to clients, oversee strategies within the insurance sector.

You will be responsible for offering comprehensive guidance to clients, ensuring successful outcomes in financial planning.

Duties and Responsibilities:

  • Manage client data within financial planning software.
  • Analyze projections and calculations for review by senior professionals.
  • Support with BAS and ATO downloads for clients.
  • Perform accounting duties, including payroll and superannuation, trust and tax refund, accounts receivable and payable, and bookkeeping.
  • Obtain information on managed funds and equities.
  • Establish broker accounts for share trading.
  • Prepare client reviews.
  • Undertake other administrative tasks as required.

Requirements:

  • Minimum 2 years of experience in the financial planning industry (Insurance sector).
  • Expertise in financial accounting (Payroll, Superannuation, Tax refund, Bookkeeping).
  • Advanced Microsoft Office suite skills.
  • Excellent communication and interpersonal skills; confident dealing with others.
  • Experience with Midwinter or other financial planning software.
  • Experience with QuickBooks or other bookkeeping program/s.
  • Commitment to adhering to regulatory requirements.
  • High attention to detail with the ability to prioritize and multitask.

A Collaborative Work Environment



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