Senior Financial Advisor – Holistic Advice

2 weeks ago

Brisbane, Queensland, Australia beBeeFinancial Full time $80,000 - $100,000

We are seeking an experienced professional to support our team of financial advisors.

The ideal candidate will have:

  • At least 3 years of experience in a paraplanning position dealing with holistic advice
  • Completed or working towards relevant financial planning studies
  • Previous experience working with trusts, companies, and SMSFs
  • Previous experience working with high net worth (HNW) clients will be favourable
  • Xplan and Xtools experience

The successful candidate will work closely with highly experienced financial advisors and directors, contributing to the delivery of excellent outcomes for our clients. In return, you can expect:

  • A dynamic and supportive team culture
  • Opportunities for professional growth and development
  • Exposure to complex advice scenarios with multiple entities

Key Responsibilities: Support the team of financial advisors with holistic advice, contribute to delivering excellent outcomes for clients, and grow professionally within the company.

Requirements: At least 3 years of paraplanning experience, relevant financial planning studies, experience with trusts, companies, and SMSFs, Xplan and Xtools experience.

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