Senior Financial Planner

6 days ago

Gold Coast, Queensland, Australia beBeeAccountant Full time $80,000 - $120,000

Financial Planning Expert

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We're looking for an experienced and skilled Financial Planning Expert to join our team. As a key member of our team, you will play a crucial role in helping our clients achieve their financial goals.

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About the Role

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  • You will be responsible for providing expert advice on financial planning and management, including budgeting, forecasting, and financial analysis.
  • You will work closely with our clients to understand their financial needs and develop personalized financial plans.
  • You will analyze complex financial data and provide recommendations for improvement.
  • You will collaborate with our team to deliver high-quality services to our clients.
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Requirements

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  • 3+ years' experience in financial planning or a related field.
  • Chartered Accountant qualification or in progress.
  • Bachelor's or Master's degree in Accounting or Finance.
  • Excellent written and verbal communication skills.
  • Strong analytical and problem-solving skills.
  • Ability to work under pressure and meet deadlines.
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What We Offer

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  • A competitive salary and benefits package.
  • The opportunity to work with a dynamic and growing organization.
  • A collaborative and supportive team environment.
  • Professional development opportunities.
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About Us

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We are a leading provider of financial planning and accounting services. Our team is dedicated to delivering exceptional service to our clients and helping them achieve their financial goals.

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Join us and take the first step towards a rewarding career in financial planning

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