Senior Financial Planning Consultant

1 week ago

Queenstown, Australia beBeeFinancial Full time $80,000 - $120,000

Financial Services Specialist Role

About the Job

This is a key position for an experienced Financial Advisor to join our team and take on a challenging role that involves providing expert financial guidance to clients. As a Financial Services Specialist, you will be responsible for conducting thorough needs analyses, identifying opportunities, and developing personalized plans to meet the client's financial objectives.

The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills. You will work closely with clients to understand their financial situations, provide guidance on investment options, and help them make informed decisions about their financial futures.

To succeed in this role, you will need to possess a minimum of 12 months' experience in the financial services industry, with a focus on financial advising. A valid driver's license and own vehicle are also essential for this position.

You will be working in a dynamic environment where no two days are the same. As a Financial Services Specialist, you will need to be able to adapt quickly to changing circumstances and priorities, while maintaining a high level of professionalism and customer service.

Key Responsibilities
  • Conduct thorough needs analyses to identify client financial goals and objectives.
  • Develop and implement personalized financial plans to meet client needs.
  • Provide expert financial guidance and advice to clients on investment options.
  • Work closely with clients to understand their financial situations and provide tailored solutions.
  • Maintain accurate records of client interactions and financial plans.
Requirements
  • Minimum 12 months' experience in the financial services industry, with a focus on financial advising.
  • Valid driver's license and own vehicle.
  • Strong understanding of financial products and services.
  • Excellent communication and interpersonal skills.
Benefits

This role offers a competitive salary and benefits package, including:

  • A comprehensive salary structure.
  • A range of health and wellbeing programs.
  • Ongoing training and professional development opportunities.
What We Offer

We offer a dynamic and supportive work environment, with opportunities for growth and development. As a Financial Services Specialist, you will be part of a dedicated team that is passionate about delivering exceptional client outcomes.

We value diversity and inclusion in the workplace and welcome applications from candidates of all backgrounds.

Please note that we do not discriminate on the basis of age, disability, gender identity, marital status, pregnancy and maternity, race, religion or belief, sex, sexual orientation, or any other protected characteristic.

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