Financial Planning Specialist
4 days ago
To build strong relationships with clients, delivering bespoke financial planning services, including personal financial planning, wills and estate planning, and high net worth individual planning. Additionally, the candidate will assist clients with general insurance solutions.
Key Responsibilities:
- Develop and implement customized financial plans for clients.
- Provide expert guidance on financial management, investment, and insurance strategies.
- Collaborate with clients to understand their financial goals and objectives.
- Maintain accurate and up-to-date client records.
- Requirements:
- A recognized degree or diploma in a relevant field.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
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