Strategic Financial Planning Position

5 days ago


Adelaide, South Australia beBeeFinancial Full time $120,000 - $180,000
Senior Financial Planner Opportunity

We are seeking a highly skilled and experienced Senior Financial Planner to join our team in Adelaide. This role offers the opportunity to take your career to the next level, delivering results and building strong relationships with clients.

The ideal candidate will have proven experience providing comprehensive financial advice, completion of the FASEA exam, and a results-driven approach with a strong business development focus. You will be responsible for engaging with clients to understand their financial objectives, providing tailored financial planning and investment advice, achieving annual growth and revenue targets, and developing relationships and prospecting new opportunities through strong business development expertise.

About the Role:

  • Deliver high-quality financial planning and investment advice to clients
  • Develop and maintain strong relationships with clients
  • Achieve annual growth and revenue targets
  • Contribute to the development of new business opportunities

Requirements:

  • Proven experience as a Senior Financial Planner or in a similar role
  • FASEA exam completed
  • Results-driven approach with a strong business development focus
  • Excellent communication and relationship-building skills

Benefits:

  • Competitive salary and bonus structure
  • Flexible work options and career progression opportunities
  • Opportunity to work with a highly experienced collaborative team

About Us:

We are a leading provider of integrated financial services, offering accounting, wealth management, investment, lending, and insurance services to individuals and businesses. We attract, retain, and promote people who share a sense of purpose and belonging, and have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.



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