Senior Financial Planning Consultant
6 days ago
Are you an experienced financial professional seeking a challenging role? We are looking for a Senior Financial Planning Consultant to join our team at Click and Connect Online Limited. Our ideal candidate will have a proven track record of providing exceptional financial planning services to clients. As a senior member of our team, you will be responsible for delivering comprehensive financial plans, conducting thorough research and analysis, and assisting in the creation and implementation of personalized financial strategies.
Key Responsibilities:
• Conducting thorough research and analysis of client financial situations, investment options, and market trends
• Preparing accurate and detailed financial reports, plans, and recommendations
• Assisting in the creation and implementation of personalized financial strategies
• Providing exceptional customer service and support to clients
Requirements:
• Proven experience as a Paraplanner or Financial Planner within the financial services industry
• Strong knowledge of financial planning concepts and investment products
• Proficient in using financial planning software and CRM systems
• Familiarity with global financial regulations and compliance standards
• Relevant certifications such as Diploma in Financial Planning (DipFP) or Certified Financial Planner (CFP)
Benefits:
• Competitive salary: $60,000 - $80,000 per year
• Global remote working opportunity, offering flexibility and work-life balance
• Professional development and growth opportunities
• Opportunity to work with a leading financial services company
About Us:
Click and Connect Online Limited is a leading financial services company with a global presence. Our team is comprised of highly skilled professionals who are dedicated to delivering exceptional financial solutions to our clients.
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