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We are a dynamic and ambitious company that provides clarity and confidence to help individuals achieve their financial goals.
Role OverviewThis is a full-time hybrid role for a Financial Planner who enjoys being in a sales environment and wants to be part of a high growth business.
Key Responsibilities- Develop and implement financial plans for clients
- Build and maintain strong relationships with clients
- Stay up-to-date with industry trends and developments
- Collaborate with the team to drive business growth
- Qualified financial adviser
- 2-4 years of experience
- Ability to work independently and collaboratively
- Passion for people and relationships