Expert Financial Advisor

1 week ago

Brisbane, Queensland, Australia beBeeFinancial Full time $150,000
Senior Financial Planner

We are seeking an experienced Senior Financial Planner to join our dynamic team. As a key member of our organisation, you will be responsible for providing expert financial advice to clients and developing tailored solutions designed to meet their individual needs.

The ideal candidate will have a strong focus on delivering high-quality financial services, growing client relationships, and building connections with industry professionals.

  • Provide comprehensive financial planning advice to clients, including strategies for superannuation, retirement, cash flows, investments, and risk.
  • Meet with clients to discuss goals and objectives and provide advice in accordance with regulatory requirements.
  • Develop financial solutions that cater to the unique needs of each client.

In addition to your technical expertise, you will possess excellent communication and presentation skills, as well as the ability to drive and develop internal and external relationships.

We offer a supportive and professional work environment where you can grow and develop your career.

  • Masters or Graduate Diploma of Financial Planning (desired)
  • Tertiary qualification meeting all relevant requirements
  • Minimum 5 years experience as a Financial Planner
  • Strong influencing and negotiation skills
  • Ability to build and maintain relationships
  • Excellent communication and interpersonal skills

As a senior member of our team, you will be expected to contribute to the development of our financial planning services and help shape the future direction of our organisation.

This is an exciting opportunity for an experienced Senior Financial Planner to take on a leadership role and make a significant contribution to our success.

Key Qualifications and Skills:
  • Relevant tertiary qualifications
  • Proven experience in financial planning
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Leadership and strategic thinking

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