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Personal Finance Consultant
1 week ago
Job Description
We are Private Advertiser, a leading financial services firm committed to helping individuals and businesses achieve their financial objectives. This is an exciting opportunity for a skilled Financial Service Advisor to join our dynamic team.
Your Key Responsibilities
- Conduct in-depth financial assessments to understand clients' unique needs, risk profiles, and investment objectives.
- Develop comprehensive financial plans and investment strategies to help clients meet their short and long-term financial goals.
- Present financial solutions and recommendations to clients in a clear and compelling manner.
- Build and maintain strong, trusted relationships with clients through excellent customer service.
- Stay up-to-date with changes in financial regulations, products, and markets to provide clients with expert advice.
- Collaborate with the broader team to share best practices and contribute to the continuous improvement of our financial planning services.
Requirements
To succeed in this role, you will need:
- Significant experience as a financial advisor or planner within the banking and financial services industry.
- A strong understanding of financial planning principles, investment products, and market trends.
- Excellent communication and interpersonal skills to effectively engage with clients from diverse backgrounds.
- A proven track record of building and maintaining long-term client relationships.
- The ability to work independently and as part of a team to deliver high-quality financial advice.
- Relevant financial qualifications (e.g., minimum to certified M5, M9, M9A, HI).
Benefits
As a valued member of our team, you will have access to ongoing training and development opportunities to enhance your skills and knowledge. We also offer a competitive compensation structure, a range of benefits including health insurance, client appreciation events, and flexible work arrangements.