Establish Your Career as a Seasoned Financial Planner

7 days ago

Bendigo, Victoria, Australia beBeeCareer Full time $117,330 - $143,590
Financial Planner Role

We are seeking a seasoned Financial Planner to manage the advice needs of existing clients, convert prospective clients, and introduce new clients.

Main Responsibilities:

  • Deliver exceptional financial solutions to a wider client base by leveraging evolving digital platforms and advice processes.
  • Proactively source, engage, and manage client referrals and key referral relationships to drive growth and build relationships.
  • Collaborate with supporting team members and mentor colleagues to ensure high levels of cross-skilling and deep technical knowledge.

Requirements:

  • RG146 Compliant and passed the Adviser exam (mandatory for Authorisation)
  • Completed an approved course in Australian Tax Law and Commercial Tax
  • Possession of an approved degree (advantageous)
  • Expertise in Financial Advice, with a passion for driving growth and building relationships while delivering excellent client experiences
  • Oozing integrity, adaptability, and innovation, with a desire to take career to the next level

About the Opportunity:

This is an opportunity to work with a leading financial wellbeing organisation, dedicated to helping people feel good about their money. Our vision is to create financial wellbeing for every Australian, and we're committed to providing flexibility, opportunity, and celebrating individual differences.

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