As a Financial Planner, you will be responsible for providing comprehensive financial advice to clients, developing personalized financial strategies, conducting detailed financial assessments, and creating holistic wealth management plans that align with individual client goals and risk profiles.
The ideal candidate will possess a Chartered Financial Planner qualification, have extensive experience in financial advisory services, demonstrate strong analytical skills, and have a proven track record of building and maintaining client relationships. You should have in-depth knowledge of investment products, retirement planning, tax efficiency strategies, and comprehensive financial planning methodologies.
The role offers a competitive compensation package, opportunities for professional development, working with a prestigious financial services organization, potential for career progression, and the chance to make a meaningful impact in clients' financial futures by providing expert, personalized financial guidance.
