Senior Financial Planning Professional

4 days ago

Canberra, ACT, Australia beBeeFinancial Full time $90,000 - $100,000

A prominent financial services company based in Canberra is seeking a seasoned Financial Planner to join their team. This exciting opportunity will see you work closely with the Head of Advice who will provide ongoing training and support to help you grow into this role.

The practice has a diverse client base consisting of clients from various backgrounds and age groups, offering you a wide range of experiences and challenges. You will be responsible for:

  • Providing high-quality advice to clients in a compliant manner.
  • Conducting client meetings and developing suitable strategies aligned with their financial objectives.
  • Offering comprehensive advice across various areas including Superannuation & Retirement planning, Insurances, Wealth Creation with access to multiple platforms.
  • Ensuring all final documented advice is accurate prior to presentation to the client and/or prospective client.
  • Completing Client Reviews.
  • Generating new business through existing clients and referral partners.
  • Liaising with the Paraplanning team for technical research and strategy development.
  • Maintaining your ongoing training requirements including CPD Points and attendance at PD days along with other training as required.

This is an excellent long-term opportunity to grow professionally and become a successful Financial Planner. The company offers a supportive environment where you can develop your skills and expertise.

Key Responsibilities:

  • Provide expert financial advice to clients.
  • Develop and implement effective strategies for clients.
  • Maintain accurate records of client interactions and advice provided.
  • Build strong relationships with clients and referral partners.
  • Stay up-to-date with industry developments and best practices.

Requirements:

  • Completed Provisional Year and AR Accredited.
  • Closely completed relevant Tertiary qualification with successful completion of the FASEA exam.
  • Strong technical skills across all areas of advice.
  • Self-managed and able to meet agreed objectives.
  • Strong communication and relationship skills.
  • Team Player and able to work autonomously.
  • Knowledge of Xplan desirable.

Benefits:

  • Fulfilling and challenging work environment.
  • Ongoing training and professional development opportunities.
  • Competitive salary package ($90,000 - $100,000 per year).

Work Details:

  • Full-time position.
  • 8 hour shift.
  • Canberra, ACT location.
  • Australia work authorization preferred.

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