
Expert Financial Planners Wanted
2 days ago
We are seeking a highly skilled Financial Planner to lead our wealth management team.
Key Responsibilities:
- Broaden and deepen relationships with high net worth clients.
- Develop tailored wealth management solutions based on client needs and goals.
- Conduct thorough reviews to identify personal and financial requirements of clients.
- Deliver exceptional client service through effective communication and relationship building.
- Provide in-depth advice on personal wealth across various investment products and services.
- Stay informed about legislative, regulatory, and industry developments to ensure compliance and best practices.
Requirements:
- Possession of relevant certifications or qualifications such as Certified Wealth Management or Financial Planning.
- A robust client book consisting of high net worth individuals.
- Excellent numerical and analytical skills with a strong customer focus.
- Previous experience in managing complex client relationships desirable but not essential.
We Offer:
- Opportunities for professional growth and further qualification.
- A range of career paths and opportunities for advancement.
- A competitive commission structure that rewards performance.
- Ongoing training and development to support your success.
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