Financial Planning Services Director

5 days ago

Perth, Western Australia beBeeFinancialPlanning Full time $60,001 - $80,000
Job Description

We are seeking a highly skilled and experienced Financial Planning Services Director to join our team. This is a key role that requires excellent leadership skills, financial planning expertise, and the ability to work closely with clients to deliver tailored financial strategies.

  • Main Responsibilities:
  • Develop and implement financial planning strategies for clients
  • Lead a team of support staff to ensure excellent client service
  • Liaise with other Specialists and have exposure to the financial planning advice process and methodologies
  • Attend client meetings and presentations
Required Skills and Qualifications

To be successful in this role, you will need:

  • A strong understanding of financial planning principles and practices
  • Excellent communication and interpersonal skills
  • Experience in a similar role or industry
  • Ability to work independently and as part of a team
Benefits

This role offers:

  • Ongoing professional development and training opportunities
  • Competitive salary and benefits package
  • Opportunity to work with a dynamic and growing organization
Team Leadership

As a team lead role, you will also be responsible for:

  • Managing a small team of support staff
  • Communicating and providing feedback to staff
  • Ensuring the client experience runs smoothly

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