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Senior Financial Planner

3 weeks ago

Tamworth, New South Wales, Australia beBeeFinancial Full time $60,000 - $80,000

The role of an Associate Adviser is to provide expert guidance and support to clients in developing and implementing personalized financial strategies.

They work closely with Lead Advisers to develop complex plans that meet the unique needs of each client, ensuring timely and compliant delivery of high-quality advice.

Key responsibilities include preparing Statements of Advice (SoAs), managing the implementation of advice, and communicating effectively with clients and colleagues.

Associate Advisers must possess excellent analytical and communication skills, as well as the ability to work independently and as part of a team.

Required Skills:

  • Proven experience in financial planning and advisory services
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work under pressure and meet deadlines
  • Highly organized and detail-oriented

Benefits:

  • Opportunity to work with a dynamic and experienced team
  • Professional development and growth opportunities
  • Competitive salary and benefits package

Working Environment:

Our team is committed to providing exceptional service to our clients. We value teamwork, innovation, and continuous learning, and strive to create a positive and inclusive work environment.