Financial Planning Specialist
2 weeks ago
We are seeking a dynamic individual to play a critical role in converting warm internal leads into engaged clients.
As a Financial Planning Specialist, you will meet and engage with new clients, understanding their financial needs and goals.
You will partner with a team of trusted professionals to deliver seamless experiences for our clients.
- Meet with new clients to understand their financial needs and goals.
- Manage the client advice process from lead screening to engagement.
- Partner with a team of professionals to develop joint account plans and position our services.
- Connect clients with an Adviser for ongoing work.
- Strong background in Financial Planning and experience in a growth-focused Senior Financial Adviser role.
- Previous experience working alongside Accounting, Tax or Business Advisory teams is desirable.
- Driven, relationship-focused, and self-motivated individuals who are passionate about meeting new clients and helping them achieve financial success.
- Integrated service offering that includes accounting, wealth management, investment, lending, and insurance services.
- Attract, retain, and promote people who share a sense of purpose and belonging.
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Financial Planning Specialist
1 day ago
Brisbane, Queensland, Australia beBeeFinancialPlanning Full time $110,000 - $130,000Financial Planning Specialist">We are seeking a highly skilled Financial Planning Specialist to join our team. In this role, you will be responsible for analysing financial performance and providing actionable insights to support operational and strategic decision-making.You will work collaboratively with key stakeholders to foster a culture of innovation...
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Financial Planning Specialist
12 hours ago
Brisbane, Queensland, Australia beBeeFinance Full timeAre you a finance professional looking for a new challenge? Our team is seeking a Senior Finance Advisor to join our ranks.This role will see you play a key part in providing client-focused finance advice and guidance. You will be involved in delivering high-quality financial services, focusing on budgeting and reporting.As the Senior Finance Advisor, you...
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Senior Financial Planning Specialist
2 hours ago
Brisbane, Queensland, Australia beBeeParaplanner Full time $100,000 - $126,071Job OverviewAbout PictureWealthWe are dedicated to helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused on delivering 'More Advice to More Lives', making expert financial advice accessible and impactful for all.As a trusted financial advice firm, we specialise in delivering best-in-class...
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Junior Financial Planning Specialist
2 weeks ago
Brisbane, Queensland, Australia beBeeCareer Full time $60,000 - $120,000Job Title: Junior Financial Advisor">">We are seeking a skilled and enthusiastic junior financial advisor to join our team. In this role, you will be responsible for delivering high-quality financial advice to clients, with a focus on aged care and retirement planning.">Key Responsibilities:Assist in delivering tailored aged care financial advice to...
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Financial Planning Leader
2 weeks ago
Brisbane, Queensland, Australia beBeeFinance Full timeManager, Financial PlanningJoin a forward-thinking organization as a Manager, Financial Planning to play a pivotal role in shaping the financial direction of the business.About the Role:We are seeking an experienced Manager, Financial Planning with a strong background in finance and accounting. You will be responsible for developing key performance...
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Financial Specialist
2 weeks ago
Brisbane, Queensland, Australia beBeeAccountant Full time $80,000 - $90,000Financial SpecialistWe are seeking a skilled and dedicated Financial Specialist to join our team. The ideal candidate will be responsible for various financial tasks, including bank reconciliations, balance sheet reconciliations, and preparing monthly profit and loss statements.This role requires strong analytical and problem-solving skills, as well as...
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Senior Financial Planning Support Specialist
2 weeks ago
Brisbane, Queensland, Australia beBeeParaplanner Full time $80,000 - $100,000We are seeking an experienced paraplanner to join our team in a dynamic and well-established financial advice business.The successful candidate will work closely with highly experienced financial advisers and directors to deliver holistic solutions to affluent individuals and families.Excellent opportunity for career growth and developmentStrong support from...
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Financial Crime Specialist
1 day ago
Brisbane, Queensland, Australia beBeeFinancialCrime Full time $80,000 - $140,000Job Title: Financial Crime SpecialistWe are seeking a skilled Financial Crime Specialist to prevent, detect and investigate financial crime impacting our customers. As a key member of the Financial Crime Department, you will contribute to high-quality investigations and timely outcomes.Key Responsibilities:Conduct thorough investigations following process...
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Client Services Officer
3 weeks ago
Brisbane, Queensland, Australia Straight Path Financial Planning Full time1 day ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Are you an organised, proactive, and client-focused professional looking to join a growing financial planning firm? Straight Path Financial Planning is seeking a Client Services Officer to support our advisers and deliver an exceptional experience to our...
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Client Services Officer
4 weeks ago
Brisbane, Queensland, Australia Straight Path Financial Planning Full time1 day ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Are you an organised, proactive, and client-focused professional looking to join a growing financial planning firm? Straight Path Financial Planning is seeking a Client Services Officer to support our advisers and deliver an exceptional experience to our...
