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Financial Planning Advisor

2 months ago

Sydney, New South Wales, Australia EBR Full time
About the Role

We are seeking a highly skilled and motivated Financial Planning Advisor to join our team at EBR. As a key member of our financial planning team, you will be responsible for managing client relationships, providing financial advice, and developing strategic plans to achieve our clients' goals.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with our clients, providing exceptional service and support to ensure their financial needs are met.
  • Financial Planning: Conduct thorough financial assessments, develop personalized financial plans, and provide ongoing advice to help our clients achieve their financial objectives.
  • Strategic Planning: Collaborate with our team to develop and implement strategic plans to grow our business and improve client outcomes.
  • Communication: Effectively communicate with clients, colleagues, and other stakeholders to ensure seamless delivery of our services.
About You
  • Qualifications: Degree qualified in Commerce, Economics, or a related field.
  • Experience: 3+ years' experience in financial planning, superannuation consulting, or a related field.
  • Skills: Excellent communication and interpersonal skills, strong analytical and problem-solving skills, and proficiency in financial planning software.

We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive salary and benefits package.