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Client-Focused Financial Consultant
3 months ago
Remote Financial Consultant
Competitive Salary with Performance Bonuses
Are you a qualified financial professional with a passion for delivering exceptional client service? We are seeking dedicated individuals to join our team of Financial Consultants. This role is ideal for those who have experience in financial planning and are eager to engage with clients remotely.
Compensation and Benefits:
The organization offers a competitive salary along with a comprehensive benefits package, including generous vacation time, a robust pension scheme, and additional life insurance coverage.
Key Responsibilities:
- Oversee a substantial client portfolio, typically managing over 140 accounts, ensuring a steady income stream while providing high-quality financial guidance remotely.
- Recognize and explore additional opportunities within the client base, enhancing our understanding of their financial needs to foster long-term relationships.
- Stay informed on the latest developments in investment markets, financial products, and planning methodologies to ensure compliance and best practices.
- Develop and nurture personal relationships to uncover new business opportunities and enhance our visibility within the client community.
- Conduct detailed financial analysis and prepare tailored reports for clients, ensuring their specific objectives are met.
- Collaborate with clients' other financial advisors to ensure a comprehensive approach to meeting their needs.
- Adhere to established processes while identifying areas for improvement in compliance and advisory practices.
- Encourage client commitment to ongoing financial planning services, thereby increasing assets under management and revenue streams.
Qualifications and Skills:
- Experience in financial analysis and report generation is essential.
- Must possess a Diploma in Regulated Financial Planning.
- Familiarity with a wide array of financial products and the ability to provide comprehensive financial planning services.
- Ability to serve as a secondary contact for clients managed by other consultants, sharing insights and knowledge with the team.
