Financial Planning Professional

2 days ago

Brisbane, Queensland, Australia beBeeFinancial Full time $70,000 - $98,000

Job Opportunity

The role of an Associate Financial Planner is a dynamic and challenging opportunity for individuals who are passionate about finance and eager to develop a successful career in financial planning.

You will work closely with supporting teams to provide high-quality advice to clients and prospects. Responsibilities include liaising with clients, supporting the adviser with preparation for review and advice meetings, and developing skills on the path to becoming a financial planner.

You will also be responsible for prospecting and supporting the senior adviser in vetting new leads and booking initial appointments. Additionally, you will support in the development and presentation of comprehensive financial plans tailored to individual client needs and goals.

Key skills required for this role include strong interpersonal and communication skills, attention to detail, and the ability to prioritize tasks effectively. A passion for customer service and working directly with clients, as well as a high level of integrity, professionalism, and discretion when handling client information, are essential.

We offer a competitive salary and benefits package, opportunities for career growth and development within the company, mentorship from senior financial planners, and exposure to a wide range of financial planning strategies and techniques. If you are a dedicated and driven individual with a desire to embark on a successful career in financial planning, we encourage you to apply.

Benefits: Competitive salary and benefits package, opportunities for career growth and development, mentorship from senior financial planners, and exposure to various financial planning strategies and techniques.

Requirements:

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