Financial Planning Strategist

7 days ago

Sydney, New South Wales, Australia beBeeCareer Full time $90,000 - $120,000

About the Opportunity

Are you looking to transition into a role that focuses on client relationships and financial solutions?

We're seeking an experienced Financial Planning professional who is ready to take on a new challenge and make a real impact in the lives of our clients.

In this dynamic role, you'll work closely with our Accounting and Wealth teams to deliver tailored advice and solutions to our clients. You'll be responsible for building strong relationships with clients, understanding their financial needs and goals, and developing strategies to help them achieve their objectives.

You'll also have the opportunity to collaborate with a team of trusted professionals, share knowledge and best practices, and learn from one another. With our supportive and collaborative environment, you'll feel valued and empowered to succeed in your career.

Your Key Responsibilities
  • Build and maintain strong relationships with clients, understanding their financial needs and goals.
  • Develop tailored advice and solutions to help clients achieve their objectives.
  • Collaborate with our Accounting and Wealth teams to deliver seamless services to our clients.
  • Participate in ongoing professional development to stay up-to-date with industry trends and best practices.


Requirements
  • Previous experience in a Financial Planning role, preferably in a growth-focused environment.
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • A passion for delivering exceptional client service and a commitment to excellence.
  • Ability to work collaboratively as part of a team and contribute to a positive and supportive work environment.


What We Offer
  • A competitive salary package with opportunities for career advancement.
  • A supportive and collaborative work environment, with regular feedback and coaching.
  • Professional development opportunities to enhance your skills and knowledge.
  • The chance to work with a talented and dedicated team, making a real difference in the lives of our clients.


About UsWe're a leading provider of Financial Services, committed to delivering exceptional client experiences and building long-term relationships. With a focus on collaboration and innovation, we're constantly seeking new ways to improve our services and support our clients' success.

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