
Financial Services Professional
2 weeks ago
We are seeking a highly motivated and experienced Financial Planning Professional to join our team.
About the Role:- Meet, listen, and help clients understand and reach their goals as a trusted adviser.
- Recommend and provide solutions to meet client's needs while developing lasting relationships.
- Undertake a thorough review of the client's financial situation and goals.
- Produce a comprehensive report detailing relevant information and recommendations.
- Collaborate with the account management team to bring policies through the pipeline.
- A background in financial advice is essential.
- A Certified Financial Planner (CFP) qualification is desirable.
We value diversity and inclusion and offer a range of initiatives to support your physical and mental health and wellbeing.
Benefits:We offer flexible working arrangements to ensure a healthy work-life balance.
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