Senior Financial Planning Specialist

1 week ago

Brisbane, Queensland, Australia beBeeParaplanner Full time $80,000 - $120,000
Job Title

A skilled and qualified Paraplanner with a proven track record in the financial planning industry is required to support our financial advisors in delivering high-quality advice and service to clients.

The successful candidate will have a comprehensive understanding of financial planning and advice documentation, as well as experience in a similar role and industry.

About Us

We are dedicated to helping everyday Australians create a clear and confident picture of their financial future by delivering expert financial advice that makes a tangible impact on people's lives.

Our mission is focused on making professional financial advice accessible and impactful for all individuals, ensuring they receive the guidance and support they need to achieve their long-term goals and aspirations.

  • Key Responsibilities:
  • Conduct thorough financial analysis and develop tailored financial plans for clients based on their unique needs and objectives.
  • Collaborate closely with financial advisors to ensure client requirements are met and exceeded.
  • Prioritize ongoing learning and development to stay up-to-date with Australian financial regulations and industry best practices.
  • Prepare high-quality financial planning documents, including statements of advice (SOAs), research documents, and file notes.
  • Communicate effectively with clients and colleagues alike, providing exceptional customer service and building strong relationships through active listening and empathetic understanding.
Requirements

To be successful in this role, candidates must possess the following skills and qualifications:

  • Advanced Diploma of Paraplanning
  • RG146 Completion
  • Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights.
  • Excellent communication and interpersonal skills, with the capacity to build rapport with clients and colleagues at all levels.

This is an exciting opportunity for a motivated and ambitious individual to join our team and contribute to the delivery of high-quality financial services to our clients. If you are passionate about providing exceptional advice and support, we encourage you to apply today.

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