Senior Financial Advisor Position

4 days ago

Canberra, ACT, Australia beBeeCareers Full time $70,000 - $90,000

Job Title: Client Relationship Manager/Associate Adviser

We are seeking a skilled and detail-oriented professional to join our high-performing team as a Client Relationship Manager (CRM) / Associate Adviser. This is a fantastic opportunity to work closely with experienced partners and advisers, gain exposure to complex advice strategies, and grow your career in a business committed to excellence and integrity.

About the Role:

  • Attend client meetings alongside senior advisers/partners
  • Assist in the development of tailored financial strategies and advice documents
  • Collaborate with offshore paraplanning and administration teams to ensure high-quality outcomes
  • Manage client implementation processes, ensuring accuracy and compliance
  • Act as a key liaison point for clients, maintaining a strong service experience
  • Support advisers with research, modelling, and file preparation as needed

Requirements:

  • 2+ years of experience in a CRM, Associate Adviser or paraplanning role within financial advice
  • Completed or currently completing FASEA educational requirements
  • Strong understanding of financial advice processes, including strategy development and implementation
  • Excellent communication skills and a client-centric mindset
  • A team player who thrives in a collaborative and professional environment

Benefits:

  • Excellent client exposure - attend regular meetings and assist with ongoing client management
  • Mentorship through Professional Year (PY) and planned progression to becoming a financial adviser
  • Work from home flexibility - 1 day per week
  • Join a firm that likes to promote internally and has mentored multiple staff members through their PY

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