Job Title: Financial Consultant
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* Main responsibilities include developing and maintaining relationships with existing clients, identifying their financial planning needs and providing tailored investment solutions.
* A skilled Financial Consultant will manage an existing portfolio of clients and develop new business opportunities within the region.
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Key Skills and Qualifications:
* QFA (Qualified Financial Advisor) certification and CPD compliance.
* Proven experience in a similar role.
* Exceptional communication skills, including phone and written communication.
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Benefits:
We are committed to supporting your professional development through regular tutorials and seminars. Our goal is to create a supportive environment that fosters continuous growth and improvement.
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