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Expert financial advisor

Melbourne
beBeeFinancial
Financial Advisor
Posted: 24 June
Offer description

About This Role

This role involves providing expert financial advice to clients, helping them achieve their financial goals through strategic planning and product recommendations.

Key Responsibilities:

* Conduct thorough financial assessments to understand clients' current financial situations, goals, and risk tolerance.
* Provide comprehensive, compliant, and ethical financial advice aligned with clients' best interests.
* Proactively identify opportunities to enhance clients' financial wellbeing and develop customised financial plans.
* Recommend suitable financial products and services that align with clients' objectives and market conditions.
* Ensure financial plans remain current and effective through regular assessments and updates.
* Build and maintain strong, long-term relationships with clients through regular communication and exceptional service.
* Respond promptly to client enquiries and provide ongoing support and education.
* Identify and pursue new business opportunities to expand the client base and drive growth.

Requirements:

* Tertiary Degree in finance, financial planning, business or a related degree.
* RG146, CFP or other recognised financial planning qualification.
* 1-2 years' proven industry experience as a Financial Advisor.
* Strong knowledge of financial products, investment strategies, and regulatory requirements.
* Excellent interpersonal, written, and verbal communication skills.
* High ethical standards and a client-first mindset.
* Exceptional time management skills and the ability to prioritise effectively.
* Highly organised with strong attention to detail.
* Ability to work collaboratively in a team environment.

Benefits:

* Innovative Culture: Embracing modern work practices and cutting-edge solutions.
* Collaborative Environment: A supportive team where ideas are valued.
* Career Growth: Opportunities for leadership and partnership.
* Work-Life Balance: A fulfilling career and a balanced lifestyle.
* Hybrid and Flexible Workplace.
* Monthly Social Club Functions.
* Regular In-house Morning Teas.
* Employee Assistance, Health and Wellbeing Programs.
* Reimbursed All Day Car Parking.

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