Careers in Financial Planning

1 week ago

Melbourne, Victoria, Australia beBeeCareer Full time $160,000 - $170,000
Job Description

We are seeking a Financial Planner to join our team. As a trusted financial advisor, you will provide clients with personalized financial advice tailored to their needs and goals.

The opportunity:

We understand the importance of financial wellbeing in achieving overall wellbeing. Our approach is holistic, considering both personal and financial goals to help clients make informed decisions and lead a healthier life.

  • Support clients through digital platforms by providing comprehensive financial advice
  • Help clients understand complex concepts in a clear and concise manner
  • Understand client circumstances, objectives, and needs
  • A passion for wellbeing and understanding the role of financial advice in supporting financial wellbeing
  • Build and maintain strong relationships with new and existing clients
Required Skills and Qualifications

To succeed in this role, you will need:

  • Completion of FASEA educational requirements
  • Registration on the ASIC Financial Adviser Register
  • Experience working as a Financial Planner
  • Experience in all areas of advice including protection conversations
  • Real passion for financial advice with a strong customer focus
  • Excellent verbal and written communication skills
  • Creative mind with a positive attitude
Benefits

We offer:

  • Access to training and development opportunities to enhance your skills
  • Career progression through internal mobility opportunities
  • The chance to work for a business that helps millions of Australians and makes a positive impact on people's lives every day
  • Additional leave days to recharge and refresh yourself
  • A range of Health and Wellbeing initiatives to support your overall wellbeing
  • A supportive and inclusive work environment
About Us

We are proud to be part of AIA Australia, a leading provider of life insurance solutions. Our ambition is to engage one billion people to live healthier, longer, better lives by 2030.

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