Expert Financial Advice

18 hours ago

Sydney, New South Wales, Australia beBeeFinancial Full time $140,000 - $180,000
Job Title: Financial Services Expertise

We are seeking a skilled professional to join our team as a Financial Adviser. This role involves providing expert advice and guidance to clients on financial matters, ensuring they make informed decisions about their assets.

Key Responsibilities:
  • Deliver high-quality intra-fund and retirement advice via phone
  • Build strong relationships with clients and referral sources
  • Break down complex financial concepts into clear, actionable guidance
  • Collaborate with a supportive team including paraplanners, technical officers, and compliance experts
  • Contribute to a positive team culture focused on client outcomes
Requirements:
  • 1–3 years' experience in a financial advice role
  • Passion for helping people and delivering client-centric advice
  • Strong technical knowledge across financial planning disciplines
  • Near completion or enrolled in FASEA-compliant qualifications
  • Registered on the ASIC Financial Adviser Register and RG146 compliant
Benefits:
  • FlexiWorks – enabling employees to work in the office and at home
  • Purchased Leave, Parental Leave, Volunteer Leave, Well-being leave
  • Employee Recognition Program – to recognise employees who are demonstrating company values and purpose
  • Talent Referral Program
  • Salary Sacrificing via Superannuation
  • Employee Assistance Program
  • Learning & Development – Development at your fingertips via self-paced learning, including educational assistance support
  • Employee discounts – Access discounted rates and offers from various providers
Company Culture:
We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth.

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