Financial Planning Specialist
5 hours ago
Financial Planning Specialist
**About the Role**
We are seeking a highly skilled Financial Planning Specialist to join our team at Resource Matters Ltd. As a Financial Planning Specialist, you will be responsible for providing tailored financial advice to high net worth clients and helping them achieve their financial goals.
**Key Responsibilities**
* Provide holistic financial planning services to clients, including investment, retirement, and estate planning
* Conduct thorough financial assessments to identify areas for improvement and develop personalized plans
* Collaborate with clients to implement plans and provide ongoing support and guidance
* Stay up-to-date with industry developments and best practices to ensure clients receive the most effective advice
**Requirements**
* Diploma in financial planning
* Proven track record of success in a similar role
* Excellent communication and interpersonal skills
* Ability to work independently and as part of a team
**What We Offer**
* Competitive salary and bonus structure
* Opportunities for professional growth and development
* Collaborative and dynamic work environment
**How to Apply**
If you are a motivated and experienced Financial Planning Specialist looking for a new challenge, please submit your CV and a brief cover letter outlining your qualifications and experience.
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