
Financial Freedom Specialist
3 days ago
About Our Mission
We exist to empower individuals to take control of their finances, making informed decisions about their money.
Key Responsibilities:
- Manage and monitor an assigned client base through regular check-ins and annual reviews.
- Hold clients accountable to their financial strategy and progress.
- Collaborate with internal teams and third-party professionals to deliver holistic financial support.
- Identify opportunities to improve client outcomes and ensure timely rate reviews.
- Maintain accurate, compliant client records.
Requirements:
- Proven experience in client relationship management, ideally involving virtual check-ins, coaching, or accountability support.
- Strong communication skills, attention to detail, and organisational ability.
- Comfortable working autonomously and adapting to flexible hours.
- Positive attitude, initiative, and commitment to high ethical and professional standards.
Benefits:
At Infinity, we offer a dynamic and supportive work environment that fosters personal and professional growth. As a Financial Freedom Specialist, you will have the opportunity to make a real impact on clients' lives while advancing your own career.
First-class training, mentorship, and ongoing support ensure your success in this role.
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