Careers in Financial Services

6 days ago

Sydney, New South Wales, Australia beBeeCareer Full time $60,000 - $95,000
Financial Services Opportunity

Seeking a motivated and driven professional to join our Wealth team. This is a fantastic opportunity for someone passionate about building strong client relationships and advancing their career in financial advice.

As a key member of the team, you will work alongside senior professionals to deliver tailored, high-quality advice and outstanding client service. You'll play a vital role in both technical and strategic support, with a clear development path into advisory.

Key Responsibilities:

  • Attend client meetings, taking notes and assisting with background fact-finding and follow-up
  • Conduct strategic financial modelling and analysis using advanced tools
  • Perform in-depth product research to support tailored client recommendations
  • Draft Statements of Advice (SOAs) and Records of Advice (ROAs)
  • Contribute to strategy development, including asset allocation and investment recommendations
  • Prepare review documentation, coordinate review appointments, and present findings in client meetings
  • Monitor portfolio liquidity and ensure alignment with client risk profiles and platform cash minimums

Requirements:

  • FASEA-approved degree or equivalent qualification
  • Minimum 2 years' experience in Paraplanning, Client Services, or Associate Adviser roles
  • ASIC Authorised Representative status
  • Completed FASEA Exam, with qualifications/experience enabling practice beyond Jan 2026
  • Strong technical knowledge of financial planning, investment management, superannuation, and compliance
  • Confident communicator with excellent interpersonal skills
  • Detail-oriented, highly organised, and self-motivated
  • Experience with XPLAN is highly regarded
  • Comfortable with emerging technology, especially AI
  • Growth mindset – curious, proactive, and eager to learn
  • Team player who thrives in a collaborative, client-first culture

What We Offer:

A clear pathway to adviser roles and long-term career development, exposure to high-calibre clients, and a supportive team-first culture.

Why Join Us?

As part of a leading financial services firm, you'll benefit from the energy of a dynamic organisation and the backing of a global brand. Innovation, ownership, and entrepreneurship are central to everything we do.

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