Financial Planning Opportunities

1 day ago

Brisbane, Queensland, Australia beBeeCareer Full time $63,000 - $86,000

Financial Planning Career Opportunity

The financial services industry is a dynamic and rewarding field that offers many opportunities for growth and development.

  • Dynamic and Meaningful: Play a key role in helping individuals and families achieve their long-term financial goals and security.
  • Supportive and Resilient: Provide guidance during major life events, offering solutions that create lasting value.
  • Embrace Innovation: Utilise cutting-edge financial tools and technologies to deliver tailored advice and insights.
  • Diverse Roles: Specialise in areas like retirement planning, wealth management, estate planning, or investment strategies.
  • Career Growth: Enjoy a clear path to advancement and opportunities to start your own business.
  • Work-Life Balance: Benefit from flexible working arrangements, wellbeing initiatives, and supportive team environments.
  • Make an Impact: Contribute to an industry that empowers individuals to shape their financial futures.

As a financial planner, you'll work closely with clients to understand their financial goals, create personalised strategies, and provide advice that helps them achieve financial security.

Key Responsibilities:

  • Client consultations: Connect with clients to assess their financial goals and current financial health.
  • Strategy development: Design and present personalised financial plans, including savings, investment, insurance, and tax strategies.
  • Ongoing advice and support: Build long-term relationships by reviewing and adapting financial plans as clients' needs evolve.
  • Market research: Stay informed about the latest financial products, trends, and regulations.
  • Professional development: Participate in training sessions and pursue further studies, such as CFP (Certified Financial Planner) accreditation.

What We Offer:

  • Ongoing professional development and support to attain required certifications.
  • Wealth creation opportunities through comprehensive financial planning.
  • Mentorship and career progression opportunities within the financial planning field.
  • Collaborative and supportive team environment.

Requirements:

  • Relevant degree qualification within the past three years.
  • AUS/NZ Citizen or Australian Permanent Resident status.
  • Strong interpersonal skills to build meaningful client relationships.
  • Analytical thinking to design and adapt financial strategies.

Application Process:

  • Submit your CV outlining your suitability for the role.
  • One-way video interview: Complete a short questionnaire and participate in a one-way video interview.
  • Interview with our graduate team: Discuss your experience and career goals.
  • Interview with clients: Meet with companies to further explore specific positions.
  • Start your new role: Begin your exciting career as a Financial Planner.

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