Independent Financial Planning Expert
6 days ago
Employed, Independent Financial Advisor role available in Chatham, working with a mix of existing clients and generated leads.
About the Position:
This position offers a unique blend of autonomy and support, allowing you to focus on delivering exceptional financial advice while benefiting from established client relationships and lead generation.
Key Accountabilities:
• Deliver high-quality financial planning services to a diverse portfolio of clients.
• Continuously develop and refine your knowledge and skills in financial planning and advice.
• Collaborate with colleagues to achieve business objectives and enhance the company's reputation.
Requirements and Qualifications:
• Qualified financial advisor with relevant industry experience.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
• Proven track record of delivering results-oriented financial planning solutions.
Working Arrangements:
• Full-time employment in Chatham.
• Flexible working arrangements to suit individual needs and preferences.
• Ongoing training and development opportunities to support career growth and success.
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