Senior Financial Services Coordinator

1 day ago


Canberra, ACT, Australia beBeeRelationship Full time $70,000 - $90,000
Opportunity

Well-established financial advice business based in Canberra offers a highly personalised and strategic approach to wealth management.

Motivated Client Relationship Manager (CRM) is sought to join this high-performing team, working closely with experienced partners and advisers.

Benefits
  • Excellent client exposure - regular meetings and ongoing client management
  • Professional development through mentorship and planned progression to becoming a financial adviser
  • Work from home flexibility
  • Internal promotion opportunities and mentorship through Professional Year
  • Social team environment with monthly events/celebrations
Responsibilities
  • Attending client meetings alongside senior advisers/partners
  • Assisting in developing tailored financial strategies and advice documents
  • Collaboration with offshore teams for high-quality outcomes
  • Managing client implementation processes ensuring accuracy and compliance
  • Acting as key liaison point for clients maintaining strong service experience
  • Supporting advisers with research, modelling, and file preparation
Requirements
  • 2+ years of experience in CRM, Associate Adviser or paraplanning role within financial advice
  • Completed or currently completing FASEA educational requirements
  • Strong understanding of financial advice processes including strategy development and implementation
  • Excellent communication skills and client-centric mindset
  • Team player thriving in collaborative professional environment


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