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Financial Planning Specialist
2 months ago
Job Title: Financial Planning Specialist
Company: Financial Divisions
About the Role:
We are seeking a highly skilled Financial Planning Specialist to join our team at Financial Divisions. As a Financial Planning Specialist, you will be responsible for providing holistic financial advice to clients, helping them achieve their financial goals and objectives.
Key Responsibilities:
- Provide financial planning and advice to clients, including investment, tax, and retirement planning
- Build and maintain relationships with clients, understanding their financial needs and goals
- Develop and implement financial plans, including investment strategies and risk management
- Stay up-to-date with industry developments and regulatory changes, ensuring compliance with relevant laws and regulations
About the Company:
Financial Divisions is a leading provider of financial planning and wealth management services. We are committed to delivering exceptional client service and building long-term relationships with our clients.
Requirements:
- Proven experience in financial planning and wealth management
- Strong knowledge of financial products and services, including investments, pensions, and tax planning
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
- Ability to work independently and as part of a team, with a strong attention to detail and organizational skills
What We Offer:
Financial Divisions offers a competitive salary and benefits package, as well as opportunities for professional development and career advancement.
