Expert Financial Consultant
We are seeking a skilled professional to join our financial advisory team as an Expert Financial Consultant.
This role will involve delivering high-quality financial advice, managing client portfolios, and growing business through referrals and self-generated leads.
The ideal candidate will have relevant qualifications, such as QFA certification, and significant experience in financial advisory.
In this position, you will work closely with clients to understand their needs and provide tailored financial solutions. You will also be responsible for maintaining accurate records, documenting objectives, goals, and recommendations.
A key aspect of this role is driving new business growth while ensuring exceptional client service. This will involve leveraging existing relationships, identifying opportunities for expansion, and developing strategies to increase revenue.
To succeed in this role, you will need excellent communication and interpersonal skills, as well as the ability to work effectively in a dynamic environment. Your expertise in financial planning and analysis will be essential in helping clients achieve their financial goals.
Please note that we require a minimum of 3 years' experience in financial advisory. We offer a competitive remuneration package, including a salary, bonus structure, and benefits.