Senior Financial Professional

4 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $150,000 - $180,000

We are seeking a senior financial professional to join our team. The ideal candidate will have experience in servicing and growing a client base, with a proven track record of delivering tailored financial solutions.

Key Responsibilities
  • Client Servicing: Develop and maintain relationships with clients, ensuring their financial needs are met with exceptional service and attention to detail.
  • Holistic Planning: Create comprehensive financial plans that encompass investments, retirement, insurance, estate planning, and tax strategies tailored to client objectives.
  • Business Development: Identify opportunities to grow the client book by acquiring new clients through referrals, networking, and targeted outreach.
  • Collaboration: Work closely with the broader team to integrate holistic planning into existing practices and enhance service offerings.
  • Compliance: Ensure all client interactions and advice comply with regulatory standards and company policies.
  • Client Education: Educate clients on financial planning principles and opportunities, empowering them to make informed decisions.
Requirements
  • Minimum 3-5 years of experience as a Financial Adviser, with a proven track record of servicing and growing a client base.
  • Relevant financial planning certifications (e.g., CFP, Diploma of Financial Planning, or equivalent).
  • RG146 compliance or willingness to complete necessary qualifications for Australian standards.
  • Strong knowledge of investment products, tax strategies, superannuation, insurance, and estate planning.
  • Exceptional interpersonal and communication skills, with the ability to explain complex concepts in a clear and relatable manner.
  • Strong analytical skills to assess client needs and create tailored solutions.
  • A proactive mindset with the ability to manage client relationships and generate new business opportunities.
About Us

We are a leading international financial advisory firm dedicated to helping clients achieve financial security and growth through tailored, holistic solutions. With offices around the globe, we bring a unique perspective to wealth management, combining local expertise with global reach.

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