About us:
We offer financial planning and investment advice to our clients. Our team is expanding, and we're seeking a motivated Financial Adviser to join us.
Candidate Requirements:
* Strong background in Financial Planning, Retirement Planning, Investments, and Life Insurance/Protection products
* QFA qualification, ideally CFP qualification
* Experience in providing clear and understandable financial advice
* Ability to work independently and engage with high-net-worth clients
Responsibilities:
* Conduct detailed financial assessments to understand clients' financial situation and goals
* Develop comprehensive financial plans tailored to clients' needs
* Provide ongoing financial advice and support to clients
* Build and maintain strong relationships with clients
* Stay up-to-date with industry regulations, market developments, and best practices
Qualifications/Skills:
* QFA designation required
* CFP, RPA, or other financial designations are a distinct advantage
* Maintain up-to-date Continuous Professional Development (CPD) records
* Proficiency with similar software and Microsoft Office applications