Expert Financial Strategist

2 days ago


Perth, Western Australia beBeeFinancial Full time $120,000 - $180,000
Senior Financial Planner Opportunity

An exceptional chance for an experienced Senior Financial Planner to provide strategic, holistic advice to a diverse range of high net worth and wholesale clients.

About the Role

In this esteemed Private Wealth Adviser position, you will be responsible for delivering tailored financial solutions, leveraging your expertise in business acumen, relationship building, and compliance frameworks.

Key Responsibilities:
  • Provide strategic, long-term financial advice to existing clients
  • Develop and maintain strong relationships with clients, fostering trust and loyalty
  • Maintain up-to-date knowledge of compliance frameworks and industry regulations
  • Collaborate with paraplanning and administrative support teams to deliver seamless client experiences
Required Skills and Qualifications

To succeed in this role, you will require:

  • Extensive experience as a Financial Planner, with a proven track record of success
  • Strong business acumen, including financial planning, analysis, and strategy development
  • Excellent communication and interpersonal skills, with the ability to build strong relationships
  • ADFP or CFP accreditation, with a deep understanding of compliance frameworks
  • Tertiary degree aligned with FASEA education requirements
Benefits

This opportunity offers a competitive salary package, positive work-life balance, and excellent career development opportunities.



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