Senior Financial Planner Position

1 week ago

Melbourne, Victoria, Australia beBeeFinancial Full time $100,000 - $150,000
Financial Planning Opportunity

Our client is expanding and seeking an experienced financial planner to join their team in Melbourne.

This role suits someone with 4-5 years' experience as a financial planner/adviser in the Australian market, who enjoys building and maintaining relationships with clients and is passionate about achieving great outcomes.

Key Responsibilities:
  • Provide holistic financial advice to clients
  • Offer high-level service to ensure client success

Responsibilities include providing strategic advice on wealth management, investments, and retirement planning. The ideal candidate will have strong analytical skills and be able to identify and relate to clients' circumstances, surroundings, and lifestyle stage.

Requirements:
  • Qualifications and certifications in finance or accounting
  • Experience working with SMSF, trusts, and retirement planning
  • Excellent communication and written skills

The successful candidate will be a confident communicator with strong interpersonal skills and the ability to build rapport with clients.

Benefits:

This role offers the opportunity to work with a dynamic team and contribute to the growth of our client's business. We are looking for a dedicated professional who is passionate about delivering exceptional results and making a positive impact.

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