Financial Strategist
We are seeking a self-driven financial strategist with a strong background in delivering individual financial guidance and a proven track record in business expansion.
* Key Responsibilities:
* Deliver expert financial advice to individual clients, including pensions, investments, and wealth management, driving strategic growth and development.
* Develop and manage a robust portfolio of individual clients, fostering long-term relationships and revenue streams.
* Support the delivery of bespoke services for corporate clients, enhancing client satisfaction and loyalty.
* Mentor junior team members, sharing expertise and best practices to drive collective success.
Benefits: A dynamic work environment, opportunities for professional growth, and a competitive compensation package make this role an attractive proposition for ambitious professionals.
Requirements:
* Strong academic qualifications and relevant industry experience
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced environment and meet deadlines
* Strong analytical and problem-solving skills
* Proficiency in relevant software and technology platforms