Holistic Financial Expert

2 days ago

Perth, Western Australia beBeeFinancialPlanning Full time $90,000 - $150,000
Financial Planning Specialist

We are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our cross-border financial planning firm, you will provide expert, holistic advice to clients navigating complex financial journeys.

This is a client-facing role where you will build trusted relationships and deliver high-quality financial advice aligned to clients' life goals. You will work closely with our in-house paraplanners and client services team to streamline advice delivery and maintain compliance with Australian financial services regulations.

Your key responsibilities will include:

  • Delivering tailored, long-term financial advice to clients;
  • Maintaining up-to-date knowledge of Australian superannuation, investment, and insurance products;
  • Providing exceptional interpersonal and communication skills to build strong relationships with clients;

In return, we offer a supportive and growing international firm environment, a strong pipeline of high-quality clients, and flexible working arrangements. If you have a passion for making a difference in clients' lives, we encourage you to apply for this exciting opportunity.

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