Establish a Career as a Financial Professional

4 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $98,765 - $123,456
Financial Professional

Establish a career with a leading global financial organization that offers comprehensive and tailored financial solutions to clients worldwide.

The company is currently seeking a self-motivated and energetic Financial Adviser to deliver strategic, quality advice to their clients through the provision of intra-fund and general advice.

In this role you will be responsible for assisting Australians to understand their Superannuation, providing them with simple financial advice over-the-phone, by understanding their needs, breaking complex concepts down into something they can understand, gathering the client's circumstances, goals and objectives in an online fact find, providing intra fund advice and retirement advice, and maintaining ongoing relationships with existing referral sources.

  • Assist Australians to understand their Superannuation, providing them with simple financial advice over-the-phone
  • Understanding their needs, breaking complex concepts down into something they can understand, gathering the client's circumstances, goals and objectives in an online fact find, providing intra fund advice and retirement advice, and maintaining ongoing relationships with existing referral sources.
Key Responsibilities:Deliver Expert Financial Advice

We are looking for a dedicated professional who can assist Australians to understand their Superannuation and provide them with simple financial advice over-the-phone. This includes understanding their needs, breaking complex concepts down into something they can understand, gathering the client's circumstances, goals and objectives in an online fact find, providing intra fund advice and retirement advice, and maintaining ongoing relationships with existing referral sources.

Skills and Qualifications:

To be successful in this role, you must have completed FASEA educational requirements and be registered (currently or previously) on the ASIC Financial Adviser Register. You should also have a passion for financial advice and helping people, flexible and able to manage multiple competing business priorities, strong attention to detail and analytical skills, and excellent verbal communication skills.

Benefits:

As a valued member of our team, you will enjoy a 50:50 hybrid working arrangement (office and home) with a focus on work/life balance, reimbursement for ongoing study, a structured Training Program led by a dedicated Advice Coach, access to support structures - Paraplanning team, Technical Officer, Administration team and Compliance team, salary sacrificing via Superannuation, purchased leave scheme, parental leave scheme, wellness program, corporate social responsibility program, and employee discounts.

Our organization prioritizes its employees' well-being and recognizes their dedication to delivering high-quality services. We offer a comprehensive benefits package designed to support your personal and professional growth.

  • Global Financial Markets

    7 days ago

    Sydney, New South Wales, Australia A&O Shearman Full time $150,000 - $200,000 per year

    Global Financial Markets (GFM) Associate Lawyer, SydneyA&O Shearman is a global industry-leading law firm, with 48 offices in 28 countries worldwide. Our fluency in Australian, English, US and the laws of the world's most dynamic markets, enables us to provide unmatched insight and seamless delivery to clients. We work on challenging and important deals and...

  • Sydney Financial Institutions Group Mergers and Acquisitions Vice President

    1 week ago

    Sydney, New South Wales, Australia beBeeM&a Full time $320,000 - $370,000

    Drive your career forward in a dynamic Mergers and Acquisitions environment, leading complex transactions across the financial sector.Key ResponsibilitiesCollaborate closely with senior bankers on strategic initiatives, delivering high-impact results across banking, insurance, fintech, wealth management, and diversified financial services.Execute advisory...

  • Financial Professional Career Starter

    2 weeks ago

    Sydney, New South Wales, Australia beBeeAccounting Full time $60,000 - $100,000

    Graduate Accountant - Unlocking OpportunitiesElevate your career with our comprehensive graduate program, tailored to help you succeed in the field of accounting.As a Graduate Accountant, you will have the opportunity to work with diverse clients across various industries, applying your knowledge and skills in practice.Assist senior professionals in...

  • Established Financial Specialist Opportunity

    2 weeks ago

    Sydney, New South Wales, Australia beBeeCareer Full time $90,000 - $120,000

    Senior Financial AdvisorWe are seeking a skilled and dynamic financial advisor to join our established team.Key Responsibilities:Client Servicing: Maintain and nurture relationships with clients, ensuring their financial needs are met with exceptional service and attention to detail.Holistic Planning: Develop and deliver comprehensive financial plans that...

  • Financial Planner

    2 days ago

    Sydney, New South Wales, Australia Financial-Advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based Financial Planning firm with strong ties to the accounting sector...

  • Financial Adviser

    7 days ago

    Sydney, New South Wales, Australia First Financial Full time $90,000 - $120,000 per year

    About the roleWe are seeking an experienced Financial Adviser to provide outstanding service and high quality, tailored advice in partnership with accountants and other professionals. This role is to support our continued growth, with an emphasis on strengthening client relationships and supporting great client outcomes. You will be part of a professional,...

  • Financial Career Professional

    2 weeks ago

    Sydney, New South Wales, Australia beBeeProfessional Full time $90,000 - $140,000

    We are seeking an experienced professional to join our team as a Financial Career Specialist. This is an exciting opportunity for someone who is passionate about long-term financial success.About the RoleThe successful candidate will drive sales and growth by promoting our products and services, providing exceptional client service, and working towards key...

  • Financial Planner – Sw Sydney

    5 days ago

    Sydney, New South Wales, Australia Financial-Advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector and a...

  • Financial Planner – SW Sydney

    2 weeks ago

    Sydney, New South Wales, Australia financial-advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector...

  • Financial Planner – SW Sydney

    4 weeks ago

    Sydney, New South Wales, Australia financial-advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based...