Senior Financial Researcher

1 day ago


Perth, Western Australia beBeeFinancial Full time $90,000 - $110,000

We are seeking a skilled and detail-oriented Professional to work closely with Financial Advisors in a collaborative environment. As a key member of the team, you will be responsible for gathering information and researching suitable outcomes.

Key Responsibilities:
  • Liaise with Financial Advisors to gather fact find information
  • Prepare complex research and recommendations across various financial planning solutions
  • Prepare findings ahead of client meetings
  • Prepare suitability reports based on client outcomes
  • Undertake ad hoc project work
Requirements:
  • Demonstrated or working towards a Diploma in Regulated Financial Planning
  • Proven experience working in a financial services environment
  • A strong understanding of financial products and services
  • Excellent administrative, research, and report writing skills


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