Senior Financial Expert

2 days ago


Sydney, New South Wales, Australia beBeeFinancial Full time $180,000 - $200,000
Job Overview
  • We seek a senior financial expert to provide tailored financial solutions.
About the Role
  • This role involves working with clients requiring diverse financial services, including cash flow management, pre- and post-retirement planning, wealth accumulation, personal protection needs, debt management, and aged care requirements.
  • The ideal candidate will possess strong interpersonal and communication skills, be courteous, respectful, and outcome-driven, demonstrating consistency in their work.
  • They must also have a professional approach, relevant qualifications in Financial Planning or a related field, and adherence to Treasury/ASIC education standards.
  • Able to work autonomously and as part of a team, with high attention to detail and excellent written and verbal communication skills.
Key Responsibilities
  • Develop and implement personalized financial plans for clients.
  • Manage client cash flows, providing proactive advice on investment strategies.
  • Conduct thorough risk assessments, recommending suitable insurance products.
  • Collaborate with clients to achieve their long-term financial goals.
Requirements
  • Strong understanding of financial markets and products.
  • Excellent analytical and problem-solving skills.
  • Ability to communicate complex financial information to clients.
  • Professional certification in Financial Planning or a related field.


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