Senior Financial Consultant

6 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $80,000 - $150,000

Opportunity Overview:

This role offers a chance to work as a senior financial consultant with an established client base.

The ideal candidate will have strong communication skills and be able to work autonomously and as part of a team.

Key Responsibilities:

- Conduct client appointments over the phone or via video call.
- Gather detailed research regarding clients' situations
- Ensure compliance standards are met throughout the advice process.
- Develop long-term relationships with clients.

Requirements:

- Strong written and verbal communication skills
- Proven ability to work independently and collaboratively
- Excellent knowledge of MS Office suite including Word, Excel, and Outlook
- Knowledge of Xplan financial planning software is advantageous

Benefits:

- Flexibility to work from home
- Opportunity to develop existing relationships with clients
- Work with experienced senior advisers

For further information please contact Jason.

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