Personal Finance Specialist

6 days ago


London, Greater London, United Kingdom EQ-FIN Bryanston Full time
Key Responsibilities

As a Personal Finance Specialist at EQ-FIN Bryanston, you will be responsible for working directly with clients to identify their financial goals and develop strategies to achieve them. You will also educate clients on various aspects of personal finance, create personalized financial plans, and recommend suitable financial solutions based on their goals and plans.

The ideal candidate will have excellent communication skills, strong business acumen, and the ability to build long-term relationships with clients. If you are passionate about helping others achieve financial stability and growth, we encourage you to apply for this exciting opportunity.



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