The ideal candidate will deliver personalised financial planning solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information and adherance to compliance requirements.
Responsibilities
* Provide financial planning support to clients
* Provide investment planning solutions to clients
* Provide protection planning solutions to clients
Qualifications
* APA or QFA Qualified
* Strong understanding of the Financial Services business
* Excellent interpersonal skills