
Financial Planning Specialist
1 day ago
Role Overview:
We are seeking a skilled Financial Planning Specialist to assist senior financial advisors in providing comprehensive financial planning and advisory services.
This role involves managing client relationships, conducting market research, preparing financial reports, and analyzing data to inform investment strategies.
Key Responsibilities:
- Assist with financial planning and advisory services
- Manage client relationships and build strong communication skills
- Conduct market research and analyze financial data
- Prepare financial reports and support senior financial advisors
Required Skills and Qualifications:
- Bachelor's degree in Finance, Economics, Business, or related field
- MBA in finance is an added advantage
- Strong analytical skills and ability to learn quickly
Benefits:
We offer a dynamic work environment, competitive compensation package, and opportunities for professional growth and development.
Additional Information:
Please note that we are an equal opportunities employer and welcome applications from diverse candidates.
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