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Executive financial advisor

Brisbane
beBeeLeadership
Financial Advisor
Posted: 14 September
Offer description

About this exciting leadership opportunity

* We are seeking a highly skilled and experienced Team Leader to lead a team of financial professionals in delivering high-quality advice to our members.


About the Role

You will play a pivotal role in guiding and inspiring your team to provide exceptional financial and retirement advice to our members, ensuring they receive tailored solutions that meet their unique needs.

* Lead and motivate a team of advice professionals to deliver high-quality intra-fund advice, leveraging their skills and expertise to drive success.
* Develop and implement strategies to enhance team performance, driving growth and improvement across the business.
* Champion member outcomes through coaching, engagement, and continuous improvement, fostering a culture of excellence within the team.
* Ensure compliance with regulatory requirements, maintaining the highest standards of professionalism and integrity.
* Manage escalations, complaints, and complex member requests, providing timely and effective resolutions.
* Collaborate with cross-functional teams to harmonise initiatives and enhance the overall advice experience.

Essential Skills and Qualifications

* Proven leadership, people management, and coaching experience, with a track record of achieving outstanding results.
* A relevant qualification in finance or a related field, coupled with the ability to provide personal advice to retail clients.
* Experience in identifying and delivering operational efficiencies, with a focus on process improvement and innovation.
* Exceptional analytical, written, and communication skills, with the ability to articulate complex ideas in a clear and concise manner.


About Our Organisation

We are an industry fund dedicated to serving our members, not shareholders. Our mission is to return profits to our members through lower fees and better services, creating a positive impact on their financial lives.

We strive to create a secure and confident environment for our members to grow and succeed, offering a range of benefits and support to help them achieve their goals.

We are committed to making a difference in the lives of our members, and we invite talented individuals like you to join our team and contribute to our mission.

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