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Senior Financial Consultant
2 months ago
We are a leading wealth management firm seeking a highly skilled Chartered Financial Planner to join our team.
Job SummaryWe are looking for a seasoned professional to work with our existing client portfolio, delivering expert financial planning advice across a range of services including investments, tax planning, and retirement planning.
Key Responsibilities- Develop and implement comprehensive financial plans for high net worth individuals and business owners
- Provide expert advice on investments, tax planning, and retirement planning
- Work closely with our clients to understand their financial goals and objectives
- Collaborate with our team to deliver exceptional client service and support
To be successful in this role, you will need to be a Chartered Financial Planner with several years of experience operating at the top-end of the personal financial planning arena. You will also need to possess excellent communication and interpersonal skills, as well as the ability to work effectively in a team environment.
What We OfferWe offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced financial planning professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
