Senior Financial Services Liaison

1 day ago


Canberra, ACT, Australia beBeeClient Full time $70,000 - $90,000

The Role

Key Responsibilities
  • Attending client meetings and contributing to the development of tailored financial strategies
  • Assisting in the creation of comprehensive advice documents and collaborating with offshore teams
  • Managing client implementation processes and ensuring accuracy and compliance
  • Providing exceptional service and maintaining a strong liaison point for clients
About The Position
  • 2+ years of experience in a CRM, Associate Adviser or paraplanning role within financial services
  • Completed or currently pursuing FASEA educational requirements
  • Strong understanding of financial advice processes, including strategy development and implementation
  • Excellent communication skills and a client-centric approach
  • A team player who thrives in a collaborative environment

As a Client Relationship Manager/Associate Adviser, you will have the opportunity to work closely with experienced partners and advisers, gain exposure to complex advice strategies, and grow your career in a business committed to excellence and integrity.



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