Financial Career Opportunities

4 days ago

Gold Coast, Queensland, Australia beBeeFinancial Full time $90,000 - $120,000

Job Opportunity: Financial Adviser Role

We are seeking a highly motivated and experienced financial adviser to join our team. The successful candidate will be responsible for managing existing clients, onboard new clients, and providing technical advice with complex strategies.

The ideal candidate will have FASEA qualification, experience as a financial adviser, knowledge across a range of strategies, and understanding of financial planning regulations and compliance.

The role offers a competitive salary package, bonuses, and hybrid work environment. You will also have the autonomy to operate independently while collaborating with the broader financial team.

As a member of our team, you will be part of a collaborative and supportive working environment, with growth opportunities to further progress your finance career.

Duties and responsibilities include:

- Managing existing clients as well as onboard new clients

- Providing technical advice with complex strategies, high quality financial and risk management advice to clients

- Undertaking client meetings with newly acquired clients, provide an outstanding and efficient service to all clients

- Being well organised and highly process driven to ensure compliance in all considerations

- Maintaining industry/market knowledge

Required skills and qualifications:

- FASEA qualified, ideally with some experience as a Financial Adviser with knowledge across a range of strategies

- Understanding of financial planning regulations and compliance, with a strong attention to detail

- Client focused and motivated to provide exceptional service and have a significant impact on the lives of clients

- A self-starter and the ability to work autonomously

- Excellent verbal and written skills, with the ability to communicate at all levels

Benefits:

- Competitive salary package, plus bonuses and hybrid work environment

- Autonomy to operate independently whilst collaborating with the broader financial team

- Existing client base, manage a newly acquired portfolio of clients with full support

- Opportunity to join a growing financial operation and be part of its development and future

- Work with a dynamic team of experienced and friendly industry professionals

- Growth opportunities to further progress your finance career

- Collaborative and supportive working environment, a team-based culture

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