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Investment Advisory Expert
2 months ago
We are seeking a highly skilled and experienced Financial Planning Professional to join our team at Service Service Employment Agency Limited. As a key member of our team, you will be responsible for providing exceptional financial planning services to our clients.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals.
- Provide expert advice on investment and wealth management strategies, ensuring that clients' financial goals are met.
- Build and maintain strong relationships with clients, providing ongoing support and guidance.
- Collaborate with our team of administrators and paraplanners to ensure seamless delivery of services.
- Stay up-to-date with industry developments and best practices, applying this knowledge to enhance our services.
- Level 4 qualified in financial planning or a related field.
- Proven experience in a financial planning or wealth management role.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
- Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
- A competitive salary and bonus structure.
- Ongoing training and development opportunities, to enhance your skills and knowledge.
- A supportive and collaborative team environment, with opportunities for career growth and advancement.
- A comprehensive benefits package, including health insurance, pension scheme, and paid annual leave.
