Financial Planning Specialist
We are seeking a highly skilled Financial Planning Specialist to join our team. This is an excellent opportunity for a professional with a passion for delivering customer-centric financial planning solutions to help customers achieve their financial goals.
This role involves working closely with customers to understand their financial needs and aspirations, providing personalized advice and guidance to help them make informed decisions about their finances.
Key responsibilities include:
* Developing and implementing comprehensive financial plans that meet the unique needs of each customer
* Providing ongoing support and guidance to ensure customers stay on track with their financial goals
* Maintaining relationships with existing clients and identifying opportunities to expand business through referrals and new sales
The ideal candidate will have a strong understanding of personal finance and be able to communicate complex financial concepts in a clear and concise manner. If you are a motivated and results-driven individual with a passion for helping others achieve their financial goals, we would love to hear from you.
About Your New Employer
We are a market-shaping business with a mission to help customers take control of their money through expert guidance. Our company values include a commitment to excellence, integrity, and customer satisfaction.
About Your New Job
This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business. As a Financial Planning Specialist, you will have the opportunity to work with a diverse range of customers and develop your skills and expertise in a fast-paced and challenging environment.
What You Need
To be successful in this role, you will need to possess:
* A QFA qualification or equivalent experience
* 4-5+ years' experience as a Financial Planner in the financial services industry
* Proficiency with digital solutions and ability to learn new technologies quickly
We offer a competitive salary and benefits package, including bonus incentives and opportunities for career advancement. If you are looking for a challenging and rewarding career opportunity, we encourage you to apply.