Expert in Comprehensive Financial Solutions

2 weeks ago

Newcastle, New South Wales, Australia beBeeFinancial Full time $140,000 - $170,000
Comprehensive Financial Solutions Expert

Our team specializes in delivering comprehensive financial solutions, encompassing wealth creation, retirement planning, investment management, superannuation, insurance, and tax-effective strategies.

We are seeking a highly experienced qualified professional with expertise in financial planning to join our dynamic team. This role offers the flexibility to work from either our offices or remotely, providing clients with personalized financial advice while benefiting from a collaborative network of professionals.

Key Responsibilities:

  • Client-Centric Strategy Development: Analyze clients' unique financial circumstances to develop, implement, and manage comprehensive plans that include investment management, retirement planning, and risk mitigation.
  • Superannuation and Investment Advice: Advise on superannuation and investment strategies, including risk-adjusted portfolio management to support clients' financial growth and stability.
  • Retirement and Insurance Planning: Develop retirement solutions tailored to secure long-term financial independence, and provide advice on insurance products to protect clients and their assets.
  • Ongoing Client Relationship Management: Foster strong, enduring relationships, conducting regular reviews and proactive adjustments to strategies based on clients' evolving goals and market trends.
  • Integrated Service Collaboration: Work closely with our accounting and tax teams to ensure clients receive holistic financial support, aligning financial planning strategies with tax efficiencies and business goals.

Candidate Requirements:

  • A degree in financial planning with industry qualifications such as CFP or FASEA compliance.
  • In-depth knowledge of financial products, legislative requirements, and regulatory standards within the Australian financial landscape.
  • Proven ability to develop and maintain long-term client relationships, with a commitment to ongoing client support and satisfaction.
  • Strong ethical grounding and dedication to upholding industry compliance and best practices.

Benefits of Working with Us: At our organization, you'll join a supportive environment with opportunities for professional development and career advancement. We offer a competitive salary package and collaborative work culture.

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