Senior Financial Advisor Role

2 weeks ago

Newcastle, New South Wales, Australia beBeeFinancial Full time $100,000 - $150,000

**Career Opportunities in Financial Planning**

This established boutique advisory firm is expanding its team and seeking a financial planner to join them. The role involves managing and growing an existing book of clients, providing high-quality financial advice, and building strong relationships with clients.

The ideal candidate will have a minimum of 3-5 years experience as an adviser, exceptional time management skills, and a commitment to excellence. They should also have strong knowledge of compliance requirements, solid understanding of technical components of financial strategy, and well-versed in the use of Xplan.

As a financial planner with this firm, you will work alongside experienced and highly-regarded professionals who will support you on your career path. You will receive extensive onboarding and in-depth training to ensure you are set up for long-term success. An excellent implementation, paraplanning, and administrative support team will provide top-tier service to your clients.

The business operates from a beautifully located office in Newcastle CBD, offering occasional travel opportunities with face-to-face client meetings. You will be part of a vibrant and progressive team culture, perfect for career growth and development.

Key aspects of this opportunity include:

  • Managing and growing an established book of clients
  • Providing high-quality financial advice
  • Building strong relationships with clients
  • Working alongside experienced and highly-regarded professionals
  • Extensive onboarding and in-depth training
  • Excellent implementation, paraplanning, and administrative support team

**About This Opportunity**

This is a full-time, permanent position that offers a salary range of $100,000.00 - $150,000.00 per year. You will work Monday to Friday, with no weekends required. Relocation to Newcastle NSW is a must, and Australian work authorization is preferred.

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