Expert Financial Planner

5 days ago

Gold Coast, Queensland, Australia beBeeAdviser Full time $90,000 - $120,000
Financial Planning Consultant

We are seeking a skilled and knowledgeable Financial Planning Consultant to provide comprehensive financial planning advice to our clients.

  • The successful candidate will have the ability to analyze complex financial situations and provide tailored solutions.
  • Strong communication skills are essential to build rapport with clients and deliver exceptional customer service.

This role offers an exciting opportunity to work in a dynamic environment, utilizing your expertise to make a real difference in people's lives.

About the Role

As a Financial Planning Consultant, you will be responsible for:

  • Providing guidance on superannuation, retirement planning, and SMSFs.
  • Helping clients navigate estate planning, trusts, and companies.
  • Building strong relationships with clients and delivering outstanding results.

You will be supported by our administration and paraplanning teams to ensure your success in this role.

Requirements

To be successful in this role, you will need:

  • ASIC registration.
  • A minimum of 3 years' experience as a practicing financial adviser (paraplanning experience is an advantage).
  • A relevant university degree qualification (post-graduate will be an advantage).
  • Excellent knowledge of superannuation, retirement planning, and SMSFs, as well as good knowledge of estate planning, trusts, and companies.
  • Excellent interpersonal and communication skills, and the ability to build rapport with clients.
  • Highly-organised and process-driven approach to work.

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