
Career Opportunity: Financial Solutions Specialist
2 weeks ago
We are seeking a skilled and experienced Financial Solutions Professional to join our team.
About the Role- Develop strong relationships with financial planners to gather essential information for in-depth analysis
- Produce comprehensive research and recommendations across a range of financial solutions
- Prepare detailed findings ahead of client meetings
- Generate thorough suitability reports based on client outcomes
- Undertake various project work tasks as required
- Hold or be working towards a Diploma in Regulated Financial Planning
- Previous experience in a financial services environment
- Strong understanding of financial products and services
- Excellent administrative, analytical, and report writing skills
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Financial Solutions Specialist
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