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Senior financial services specialist

Canberra
beBeeFinancial
Posted: 25 November
Offer description

Financial Services Advisor

We are seeking an experienced professional to provide exceptional financial advice to clients, ensuring they achieve their goals and live their best possible lives. Our business values client relationships, employee growth, and community involvement.

* Initial and ongoing financial advice
* Efficient administration
* Quality interactions with clients and team members

The ideal candidate must have excellent communication skills, both written and verbal, with a high attention to detail. Experience in financial planning, account management, and general ledger accounts is essential. We also value fresh and innovative ideas, as well as a positive can-do attitude.

Key Responsibilities:

* Provide expert financial guidance to clients
* Develop and implement effective financial strategies
* Build strong relationships with clients and team members

Required Skills and Qualifications:

* Exceptional communication and interpersonal skills
* Strong analytical and problem-solving skills
* Experience in financial planning and account management

Benefits:

* A dynamic and supportive work environment
* Ongoing training and development opportunities
* A competitive salary and benefits package

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