Our rapidly expanding organization seeks a Senior Financial Professional to lead our financial planning team. In this key role, you will be responsible for delivering customer-centric solutions and driving business growth through expert guidance.
You will work closely with existing clients to review their policies and identify opportunities for value-added improvements within their financial plans. Your exceptional interpersonal skills, combined with your ability to multitask and meet deadlines, will enable you to excel in this dynamic environment.
To succeed in this position, you must possess a strong background in financial planning, with 4-5+ years of experience in the industry. Proficiency in digital solutions such as visualization tools and Docu Sign is also essential. Additionally, you should have excellent communication skills, both written and verbal.
Required Skills:
* QFA Qualified
* Proficiency with digital solutions (visualization tools & Docu Sign)
* Excellent interpersonal skills
* Multitasking & meeting deadlines
Benefits:
* Atractive salary structure
* Employee benefits (hybrid working option)
About Us:
We are committed to providing a supportive work environment that fosters continuous improvement and professional development.
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