Job Title
Financial planning experts drive business growth by providing clients with tailored advice on retirement, investments, and financial well-being.
* Meet with clients to discuss their financial goals and objectives
* Identify new business opportunities and develop sales strategies
* Build long-term relationships with clients and stakeholders
* Staying up-to-date with industry trends and regulatory requirements
Our team of experts delivers a high-quality, client-centric service, enabling clients to make informed decisions about their finances. We offer a collaborative work environment, competitive remuneration package, and comprehensive benefits.
Requirements
* Previous experience in consultative financial planning
* Acquired or working towards Certified Financial Planner (CFP) qualification
* Strong communication and interpersonal skills
* Deliver on agreed sales targets and meet deadlines
* Hold a full driver's license