Job Description
We are seeking a highly skilled professional to fill the role of Financial Planning Consultant.
* The successful candidate will advise individuals on all aspects of managing their wealth and related financial planning needs.
* Develop relationships with existing corporate clients, providing expert financial planning advice to employees.
* Establish connections with individual clients and provide ongoing guidance.
* Generate new business opportunities through sourcing individual clients from external channels.
* Deliver presentations on retirement planning and financial education to employees.
* Meet sales and revenue targets.
Required Skills & Qualifications
* The ideal candidate should possess exceptional communication and interpersonal skills, as well as strong analytical and problem-solving abilities.
* Strong knowledge of financial planning principles, laws, and regulations.
Benefits
As a Financial Planning Consultant at our organization, you will have the opportunity to work in a dynamic and collaborative environment, receiving comprehensive training and support to help you excel in your role.
Other Opportunities
* Self-manage day-to-day workload efficiently.
* Collaborate with colleagues to optimize our service and brand.
* Maintain relevant qualifications through continuous professional development (CPD) and adhere to regulatory requirements in the provision of financial advice.