Expert Financial Strategist

4 days ago

Adelaide, South Australia beBeeFinancialPlanning Full time $120,000 - $160,000
About This Role

We are seeking a skilled and experienced Senior Financial Planning professional to provide high-quality financial advice to clients, helping them achieve their long-term goals through strategic planning and investment solutions.

You will be expected to build strong client relationships and lead a team of junior advisers to maintain service excellence. Your expertise in financial planning and wealth management will enable you to develop and implement comprehensive financial strategies, including retirement planning, wealth management, tax optimization, and estate planning.

To succeed in this role, you will require:

  • Excellent communication and interpersonal skills to effectively communicate complex financial concepts to diverse clients.
  • In-depth knowledge of financial products, investment strategies, tax laws, and retirement planning to provide tailored advice and guidance.

The ideal candidate will possess:

  • A Bachelor's degree in finance, business, economics, or a related field.
  • Certified Financial Planner (CFP), Financial Adviser Standards and Ethics Authority (FASEA), or equivalent qualification.
  • A minimum of 5–7 years of experience in financial planning or advisory roles.

We offer a competitive remuneration package, opportunities for career growth and professional development, a collaborative team environment with a focus on client success, and access to continuous learning and industry certifications.

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