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Financial Planning Specialist
2 months ago
Financial Planning Specialist
**About the Role**
We are seeking a highly skilled Financial Planning Specialist to join our team at Resource Matters Ltd. As a Financial Planning Specialist, you will be responsible for providing tailored financial advice to high net worth clients, helping them achieve their financial goals and objectives.
**Key Responsibilities**
* Provide holistic financial planning services to clients, including investment, retirement, and estate planning
* Conduct thorough financial assessments and develop personalized financial plans
* Collaborate with clients to implement financial plans and provide ongoing support and guidance
* Stay up-to-date with industry developments and best practices in financial planning
**Requirements**
* Full Diploma in financial planning
* Proven track record of consistent success in a financial planning role
* Excellent communication and interpersonal skills
* Ability to work independently and as part of a team
**What We Offer**
* Competitive basic salary
* Uncapped quarterly bonuses
* Annual bonuses
* Comprehensive benefits package
* Opportunities for professional growth and development
**How to Apply**
If you are a motivated and experienced Financial Planning Specialist looking for a new challenge, please submit your CV in confidence quoting Ref: 867543.