Chief Guidance Officer

2 weeks ago

Melbourne, Victoria, Australia beBeeFinancial Full time $90,000 - $101,000
Job Overview

Make a meaningful difference in the lives of Australians by providing expert financial guidance and support.

You will be the vital connection between individuals seeking financial advice and our team of experts, helping them navigate their financial futures and receive the right guidance at the right time.

Key Responsibilities
  • Qualify individual requirements and determine suitable guidance pathways
  • Coordinate the entire guidance journey from initial inquiry to implementation

Your role will involve:

About You

We are looking for an organised professional with experience in administrative or associate roles, ideally within financial services.

You should have:

  • Previous administrative experience in a corporate environment (financial planning experience valued)
  • Strong verbal and written communication skills with attention to detail
  • Ability to prioritise tasks, work autonomously, and meet deadlines consistently
Essential Qualifications
  • Completed or studying towards Graduate Diploma of Financial Planning
  • Kaplan Generic Knowledge + Tier 1 Superannuation - General Advice
  • Diploma of Financial Planning or Superannuation (CPD Maintained)
What We Offer

We value diversity and have an open and flexible workplace. Some benefits include:

  • Hybrid and flexible work environment
  • 15% superannuation
  • Additional paid leave over Christmas and New Year
  • Total Wellness Program
  • Access to long service leave at 5 years
About Us

We provide around 1.8 million members with the best possible service, constantly looking for new ways to deliver better value while helping members achieve greater security for their future.

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