Financial Planning Specialist

2 days ago

Sydney City Of Brisbane Gold Coast City Melbourne, Australia beBeeCareer Full time $60,000 - $80,000
Financial Planning Career Opportunities

The financial planning industry offers a fulfilling career path with diverse roles and responsibilities.

Job Description

A Financial Planner works closely with clients to understand their financial goals, create personalized strategies, and provide advice that helps them achieve financial security. This role involves working with a range of clients, from young professionals to retirees, and requires strong interpersonal skills, analytical thinking, and an eagerness to learn.

Key aspects of the job include:

  • Client Consultations: Building meaningful relationships with clients to assess their financial needs and goals.
  • Strategy Development: Designing and presenting personalized financial plans, including savings, investment, insurance, and tax strategies.
  • Ongoing Advice and Support: Providing ongoing support and guidance as clients' needs evolve.
Required Skills and Qualifications

To succeed in this role, you'll need:

  • A degree in Business, Finance, Commerce, Economics, Financial Planning, or a related discipline within the past three years.
  • AUS/NZ Citizen or Australian Permanent Resident status.
  • Strong interpersonal skills to build effective client relationships.
  • Analytical thinking to design and adapt financial strategies.
  • Eagerness to learn and a passion for the financial planning industry.
Benefits

We offer a range of benefits, including:

  • Ongoing professional development and support to attain required certifications.
  • Wellbeing bonuses and initiatives: mental health support, fitness memberships, and flexible work arrangements.
  • Paid day off for your birthday.
  • Volunteer/community engagement days.
  • Networking opportunities through industry events and professional associations.
  • Clear pathways for career progression within the financial planning field.
What We're Looking For

We're seeking a motivated and talented individual who is passionate about the financial planning industry and eager to build a rewarding career. If you're looking for a challenging and rewarding role, apply now and take the first step towards a successful future.

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