Financial Planning Consultant
2 days ago
About The Job
We are seeking an experienced Financial Advisor to join our established team at The Panel Group. As a Financial Advisor, you will be responsible for meeting with new clients and guiding them through the financial planning process.
Your Responsibilities
- Meet with new clients to identify their needs and opportunities for new business.
- Conduct annual client reviews to ensure optimal investment strategies are in place.
- Liaise with sector specialists and other advisors within the firm to provide comprehensive services to clients.
- Manage referrals from existing clients to grow the business.
What We Offer
- A competitive salary and benefits package.
- Ongoing training and development opportunities.
- The opportunity to work with a reputable and established firm in the financial industry.
Requirements
- Hold a QFA qualification and have at least 3 years of direct experience in financial planning.
- Possess strong Life and Pensions knowledge and excellent communication skills, both written and verbal.
- Be able to work independently as well as collaborate effectively with the team.
- Have proficiency in Microsoft Office Suite.
Benefits:
- Group Life Assurance
- Medical Aid/Health Care
- Laptop
- Pension Fund
- Performance Bonus
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