Senior Financial Planner

2 weeks ago

Gold Coast, Queensland, Australia beBeeFinancial Full time $90,000 - $120,000

We are seeking an experienced Financial Professional to join our team.

Job Summary:

The ideal candidate will provide comprehensive financial planning advice to clients, focusing on retirement planning and minimal product recommendations.

You will work closely with our leadership to build a culture where everyone has the opportunity to do meaningful work and be recognized for their efforts.

  • Fully supported role with administration and paraplanning
  • Comprehensive independent financial planning advice over a 4-meeting engagement process
  • No ongoing client management
  • Meetings held on Zoom
Key Responsibilities:

The successful candidate will have a proven track record in providing honest and conflict-free advice.

  • ASIC registered
  • Minimum of 3 years' experience as a practicing financial adviser
  • Relevant university degree qualification
  • Excellent knowledge in superannuation, retirement planning and SMSFs
  • Excellent interpersonal and communication skills
  • Highly-organised and process-driven

Please note that we will only consider applicants who meet the above criteria.

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