Strategic Financial Advisor

5 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $95,901 - $126,125
Job Opportunity

This role involves providing high-quality, personal financial advice to customers remotely. As an Intra-fund Financial Planner, you will align with legal and regulatory frameworks to ensure the best outcomes for our clients.

The job entails:

  • Delivering strategic, intra-fund financial advice to meet client needs
  • Pursuing ongoing professional development activities to enhance skills and knowledge
  • Fostering a positive team environment through active participation in discussions
  • Achieving key performance indicators, including customer satisfaction and compliance
  • Maintaining effective relationships with key contacts and relevant third parties
  • Collaborating with Customer Group leaders to develop and deliver regular reporting across teams
Requirements
  • Australian citizenship
  • An undergraduate degree or higher in a finance-related discipline
  • A minimum of 12 months direct experience in financial planning
  • A valid Australian Financial Services (AFS) license or authorized representative status
  • Ongoing Continuing Professional Development (CPD) activities to maintain up-to-date skills and knowledge
  • Strong interpersonal and communication skills, enabling clear explanation of complex financial concepts
Benefits
  • Flexible/hybrid working arrangements
  • A supportive team environment that promotes professional growth and success
  • The opportunity to provide meaningful financial advice to clients
  • The chance to represent the company at industry events and seminars

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