Company Description
Bell Partners is an award-winning accounting and business advisory firm known for its exceptional client relationships and consistent annual growth. The company provides clear, proactive advice with a focus on timely and comprehensive solutions to meet the evolving needs of its clients, from major corporations to individual entrepreneurs. With over 200 team members within the group, Bell Partners emphasizes the importance of expertise and qualifications in delivering innovative and accurate advice. The firm operates with a commitment to maintaining integrity, delivering valuable results, and improving services while fostering a passionate work environment.
Role Description
This is a full-time on-site role for a Qualified Financial Advisor, based on Mid North Coast, NSW. The role involves providing expert financial planning advice tailored to individual client needs, assisting clients with investment strategies and retirement planning, and offering comprehensive financial advisory services. Daily tasks include analyzing financial situations, developing personalized financial plans, and maintaining strong relationships with clients to ensure their financial goals are met effectively.
Qualifications
Strong expertise in Financial Planning and Financial Advisory services
Knowledge and experience in Investments and Retirement Planning
Comprehensive understanding of Finance principles and practices
Excellent communication, interpersonal, and client relationship skills
Proven ability to provide tailored, results-oriented financial solutions
Minimum Bachelor's degree in Finance, Business, Economics, or a related field
Relevant certifications such as CFP (Certified Financial Planner) or other industry-recognized qualifications are highly desirable
Attention to detail and a commitment to maintaining client confidentiality
Proficiency in financial planning software and tools is a plus
The What's In It For Me
The remuneration is commensurate to the candidates experience, qualifications and ability to bring growth to the business. Offering flexibility in the role with a hybrid arrangements considered for the right candidate. You can also be rewarded for the clients you already have, loyalty is at the core of what we do.
A genuinely supportive and collaborative team
Flexibility to work from home part of the week
A clear pathway to equity for the right candidate
An attractive bonus model tied to performance and growth
The chance to work in a business that empowers advisers to focus on advice, not paperwork
To Apply
If you possess the desired qualifications and qualities and feel motivated by this opportunity, we invite you to apply by submitting your CV and a cover letter.
We sincerely appreciate your interest, and while we aim to respond to all applicants, only those who meet the position criteria will be contacted.
Only candidates eligible to work in Australia will be considered.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Accounting