Personal Finance Consultant

5 days ago


London, Greater London, United Kingdom EQ-FIN Bryanston Full time
Responsibilities
  • Work directly with clients to identify their financial goals and develop strategies to achieve them.
  • Educate clients on personal finance topics, including budgeting, debt management, insurance, saving, and investing.
  • Create personalized financial plans for clients, tracking progress and making adjustments as needed.
  • Stay up-to-date on the latest financial products, regulations, and best practices to provide expert advice to clients.
  • Market yourself and your services to attract new clients, building long-term relationships through exceptional customer service.


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