Retirement Solutions Specialist

6 days ago

Melbourne, Victoria, Australia beBeeFinancial Full time $91,145 - $124,962

Effective Retirement Solutions Specialist

  • This role focuses on delivering personalized advice to clients as they approach retirement.
  • The ideal candidate will have a strong motivation to provide straightforward and easy-to-understand advice that has a meaningful impact on clients' lives.

About the Role:

Key Responsibilities
  • Create tailored advice solutions and associated administrative tasks for scheduled appointments.
  • Determine whether intra-fund advice or a scaled scope of advice is more suitable for each case.
  • Refer clients to external financial advice services if necessary, with support provided when a fee is charged.

About You:

  • You pride yourself on your ability to communicate effectively with clients from diverse backgrounds.
  • Your capacity to deliver advice in a simple and accessible manner is crucial.
  • A strong compliance record is essential, demonstrating your commitment to meeting all obligations as a Financial Adviser.

This is an exciting opportunity to make a real difference in people's lives by providing expert guidance on retirement planning.

As a key member of our team, you will be responsible for developing and delivering comprehensive advice solutions that meet the unique needs of our clients.

We are looking for someone who is passionate about delivering high-quality service and is committed to ongoing professional development.

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