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Senior Financial Planning Professional

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Sydney, New South Wales, Australia beBeeFinance Full time $60,000 - $80,000
Financial Planning Career Opportunity

We are seeking a motivated individual to join our team in a full-time financial planning role.

About the Role

This entry-level position offers an exciting opportunity for a recent graduate or career changer to launch their career in financial planning. As a key member of our advisory team, you will be responsible for providing support and contributing to the delivery of high-quality financial advice.

Key Responsibilities
  • Prepare and implement client advice documentation and reviews
  • Handle client enquiries professionally and maintain strong relationships
  • Provide support to our advisory team
  • Liaise with superannuation funds, investment platforms, fund managers, and brokers
  • Work alongside our advisory team to implement and maintain financial plans
  • Maintain and update our client database
Required Skills and Qualifications
  • University degree in business, finance, or related field
  • Experience in client service or support role in financial services (preferable)
  • Strong communication skills – verbal and written
  • Excellent time management and organisational skills
  • Self-motivated with initiative and a passion for learning
  • High attention to detail and professional attitude
  • Proficient in Microsoft Office suite, particularly Excel and Word
Benefits
  • Exciting entry-level opportunity in a supportive, professional environment
  • Exposure to both implementation and administration of strategic financial advice
  • Mentoring and development from experienced advisers
  • Modern office with easy access to public transport and amenities
About You
  • Able to pass a National Police Check
  • Australian work rights