Financial Planning Expert
We are seeking a highly skilled Financial Planning Expert to join our team. As a key member of the team, you will be responsible for providing expert financial advice and guidance to clients.
About the Role
* Candidate must have a QFA designation (Qualified Financial Adviser) or equivalent qualification.
* Proven experience in financial planning, retirement planning, investments, and protection products is essential.
* Strong analytical and communication skills are required.
* The ideal candidate will have excellent interpersonal skills and be able to work independently and as part of a team.
Key Responsibilities
1. Conduct detailed financial assessments to understand clients' financial situations and goals.
2. Develop comprehensive financial plans tailored to individual client needs.
3. Provide ongoing financial advice and adjust plans based on changes in client circumstances or goals.
4. Educate clients on financial topics such as market trends, investment options, and risk management.
5. Build and maintain strong client relationships to ensure satisfaction and trust.
6. Collaborate with other financial professionals to deliver integrated financial solutions.
7. Prepare and deliver financial presentations to individuals and groups.
8. Stay informed on industry regulations, market developments, and best practices.
Requirements
* QFA designation (Qualified Financial Adviser) is required.
* Additional qualifications such as CFP, RPA, or similar are an advantage.
* Proficiency with financial planning software (e.g., BIS System) and Microsoft Office is essential.