Advanced Financial Planner

1 day ago

NewcastleMaitland, Australia beBeePlanning Full time $70,000 - $95,000
Financial Planning Specialist

The successful candidate will be responsible for assisting in the preparation of preapproval documentation, ensuring that recommendations are thoroughly researched and signed off by relevant authorities.

This role involves providing accurate, timely, and compliant suitability reports. The ideal candidate will be skilled in utilizing technology to produce accurate solutions for clients.

In addition to these duties, the selected candidate will be responsible for carrying out relevant financial calculations on behalf of the advisers.

Other responsibilities include proactive self-development and understanding industry changes, as well as ensuring all advice documentation is compliant according to regulatory guidelines.

Effective communication skills are essential for this role, as the successful candidate will need to communicate clearly with both internal and external stakeholders.

Main Responsibilities
  • Preparing comprehensive reports and documentation
  • Assisting in the development of business strategies
  • Providing high-quality support to senior team members
Requirements
  • Strong analytical and problem-solving skills
  • Excellent written and verbal communication skills
  • Ability to work independently and as part of a team
  • Strong technical skills, including proficiency in Microsoft Office products
Benefits
  • A competitive salary package
  • Opportunities for professional development and growth
  • A collaborative and dynamic work environment
About Us

We are a leading provider of financial services, committed to delivering exceptional results for our clients. We offer a supportive and inclusive work environment, with opportunities for career advancement and professional growth.

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