Pathway to a Financial Planning Career
6 days ago
Financial Planning Specialist
We are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals.
About the Role:
This is a permanent opportunity that offers a competitive salary range of $5,000 - $15,000 per month. The working hours are Monday to Friday, 9am - 6pm, with flexible timing.
Key Responsibilities:
- Conduct thorough financial assessments of clients, considering their income, expenses, investments, and long-term objectives
- Develop tailored financial plans, covering investment strategies, savings, retirement, insurance, and tax optimization
- Recommend suitable financial products and investment opportunities based on clients' needs and risk profiles
- Monitor and review clients' portfolios regularly, adjusting strategies as market conditions or client objectives change
- Communicate complex financial information clearly and provide ongoing education to clients
Requirements:
To be successful in this role, you should have:
- No prior experience is required, but a minimum GCE A level is preferred
- Excellent interpersonal and communication skills
- The ability to work independently and as part of a team
- Strong analytical and problem-solving skills
- Proficiency in Microsoft Office applications
Benefits:
This is a great opportunity to build your career in finance and gain valuable experience working with clients. You will also have the chance to work with a dynamic team and develop your skills in a supportive environment.
Contact Information:
Please ensure that your application is no larger than 1MB.
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