Financial Planning Expert
5 days ago
Our organization is seeking a seasoned Financial Planning Expert to support clients in managing their portfolios and investment strategies. This role involves providing savings and protection solutions to help clients plan for life’s circumstances, both expected and unexpected.
Key Responsibilities:
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Respond to prospective customer queries about financial planning
- Assist in the development of plans for the company
- Offer subject matter expertise to fellow Financial Advisors
- Maintain awareness of the latest legislative changes that may affect financial planning
As a Financial Planning Expert at GNF Global Pvt Ltd, you will have the opportunity to work with a dynamic team and contribute to the growth of the company.
About GNF Global Pvt Ltd:
GNF Global Pvt Ltd is a leading financial services company that offers a range of products and services to individuals and businesses. Our company is committed to providing excellent customer service and building long-term relationships with our clients.
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