Intra-Fund Financial Planning Specialist

6 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $96,920 - $121,420
Job Title: Financial Services Specialist

This role offers an opportunity to provide expert financial guidance and support to individuals seeking to optimize their superannuation benefits.

As a Financial Services Specialist, you will be responsible for delivering personalized advice and solutions tailored to each customer's unique needs and goals.

  • Key Responsibilities:
  • Deliver high-quality, intra-fund financial advice in line with legal and regulatory frameworks
  • Contribute to team discussions and foster a positive, collaborative work environment
  • Achieve key performance metrics, including customer satisfaction, compliance, and appointment targets

About the Role:

This is a remote work opportunity that requires strong interpersonal and communication skills, as well as the ability to explain complex financial concepts clearly to customers.

The ideal candidate will have a demonstrated commitment to ongoing professional development, ensuring they stay up-to-date with the latest industry trends and regulations.

What We're Looking For:

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work collaboratively and cooperatively with diverse groups of people
  • Commitment to maintaining high standards of professionalism and compliance

Benefits:

We offer a supportive and inclusive work environment that values diversity, equity, and inclusion. As a member of our team, you can expect opportunities for professional growth and development, as well as a competitive compensation package.

Our organization is committed to creating a workplace culture that promotes flexibility, work-life balance, and overall well-being.

Join us in our mission to deliver exceptional customer service and support the financial well-being of our customers.

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