
Financial Services Professional
1 day ago
In this pivotal role, you will play a key part in delivering advisory support to clients and guiding them through the transition to retirement.
Your expertise will be sought after for advising on protection and investment policies, ensuring tailored solutions for clients with specific needs.
You will work closely with our Financial Advisory team and leverage your knowledge to provide holistic financial wellbeing across the business.
This is an opportunity to make a meaningful impact today and shape the future of our clients' financial futures.
Key Responsibilities:
- Deliver advisory support to clients and guide them through the transition to retirement
- Advise on protection and investment policies to ensure tailored solutions for clients
- Work closely with the Financial Advisory team to leverage knowledge and expertise
- Contribute to shaping the future of our clients' financial futures
About This Role:
This is a challenging yet rewarding role that requires passion, experience, and a commitment to delivering exceptional results. If you are a motivated individual looking to make a real difference in the lives of our clients, then this could be the ideal opportunity for you.
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