Financial Career Advancement Opportunity

2 days ago

Ballarat, Victoria, Australia beBeeCareer Full time $60,000 - $80,000
Job Description

Seeking a skilled and motivated professional to join our Wealth Adviser Services team.

This is an exceptional opportunity for an individual looking to catapult their career in Financial Planning.

We are seeking someone with a strong desire to grow their skills and take on new challenges.

The ideal candidate will have the ability to communicate effectively with clients, work well in a team environment, and be committed to delivering high-quality results.

\Required Skills and Qualifications

To be successful in this role, you will need:

  1. FASEA approved degree;
  2. Diploma or Advanced Diploma of Financial Planning qualified or equivalent;
  3. Interest in achieving or studying towards CFP;
  4. At least 2 years' experience in a similar role;
  5. Strong attention to detail and ability to prioritize workload;
  6. Positive, proactive and results-oriented approach to work;
  7. Ability to work and thrive in a team environment.

Professional certifications such as FASEA approved degrees and diplomas are highly regarded.

\Benefits

We offer a range of benefits that will support your growth and development, including:

  • Development programs to help you reach your full potential;
  • Further education and training opportunities;
  • Career progression opportunities;
  • Administration support provided through Client Services and internal paraplanning teams;
  • A collaborative and close-knit local team who work together to achieve great things.

In return, we ask that you commit to delivering high-quality results and being a positive contributor to our team.

\About Us

Our organization is built on a passion for creating opportunities for growth and sustainability that ripple throughout our communities.

We attract, retain, and promote people who share a sense of purpose and belonging.

Our mission is to provide integrated financial services that help individuals and businesses manage and grow their wealth and protect their assets.

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