Financial Planner (Experience in SaaS Industry)

Join the team at an esteemed Australian-owned and operated proprietary SaaS company, where innovation meets impact. We’re on the lookout for a talented Financial Planner to join their dynamic finance team and help clients navigate their financial journeys with finesse.

As the chosen candidate, you’ll take the helm in overseeing the financial portfolios of our valued clients. Your role will be pivotal, serving as a trusted advisor across a spectrum of financial realms including investments, cash flow optimization, savings strategies, and adept debt management.

We’re seeking more than just expertise; we’re seeking a visionary with exceptional communication skills, a knack for problem-solving, and a customer-centric ethos. You’ll be at the forefront of our mission to empower individuals and businesses to achieve financial prosperity.

This opportunity isn’t just about a job; it’s about making a tangible impact. If you’re ready to unleash your potential in a stimulating environment that values innovation and collaboration, we invite you to apply and be part of our journey towards redefining financial excellence.

Perks:
-Work from Home Opportunity
-Full-time Role
-Dayshift
-Paid Time Off (after 3 mos)
-Prepaid HMO (after 3 mos)

Essential Duties and Responsibilities:
• Evaluate clients’ financial documents including their income, expenses, and liabilities.
• Offer support and guidance in financial, insurance, and investment planning.
• Create strategic financial plans and budgets for clients.
• Monitor clients’ needs and adjust their financial plans accordingly.
• Prepare financial and business analysis reports.
• Present and market financial products and services.
• Find potential clients and foster long-lasting relationships.
• Ensure you stay updated on the latest regulations, practices, and financial products.

Education and Work Experience:
• Bachelor’s degree in accounting, finance, or similar field.
• A minimum of 3 years’ experience in a similar role. Experience in sales or customer service is an asset.
• Proficiency in MS Office and CRM systems
• Aptitude to analyze large amounts of financial data and comply with regulations.
• Outstanding communication and presentation skills.
• Strong ethics, with a customer-oriented attitude
• Must demonstrate strong attention to detail, excellent problem-solving abilities, and strong math skills.