Financial Services Expert

1 week ago


Brisbane, Queensland, Australia beBeeFinance Full time $120,000 - $150,000

Job Overview

 

We are seeking a highly skilled Finance Specialist to provide expert guidance on financial products and services. The ideal candidate will have extensive knowledge of financial regulations and compliance standards, as well as experience in conducting thorough financial assessments.


The successful applicant will be responsible for evaluating clients' financial status, developing financial strategies to meet their needs, and delivering exceptional customer service. They will also be expected to educate clients on products and services, including terms, rates, and potential risks, to facilitate informed decision-making.


Key Responsibilities:

  • Ensuring adherence to all relevant financial regulations and compliance standards.
  • Staying current with developments in financial products, interest rates, and lending policies.
  • Conducting thorough financial assessments and developing financial strategies.
  • Delivering exceptional customer service and educating clients on financial products and services.
  • Advising on the amount and type of cover to meet clients' needs.
  • Preparing documents setting out the conditions of finance, repayments, and loan periods.


This is an exciting opportunity for a motivated and experienced Finance Specialist to contribute to the growth and success of our organization.



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