
Financial Solutions Specialist
1 day ago
A new role has become available for a skilled professional to work closely with Financial Planners in gathering fact find information.
Liaising with Financial Planners enables the successful candidate to research suitable outcomes and prepare recommendations across a wide range of Financial Planning solutions.
- Prepare complex research and recommendations for Financial Planning solutions
- Prepare findings ahead of client meetings to provide effective support
- Prepare suitability reports based on suitable client outcomes, ensuring high-quality results
- Undertake ad hoc project work as required
The ideal candidate will possess:
- Attained or working towards the Diploma in Regulated Financial Planning to demonstrate expertise
- Experience working in a financial services environment to apply existing knowledge
- A strong understanding of financial products and services to deliver effective solutions
- Excellent administrative, research, and report writing skills to ensure high-quality output
This is an exciting opportunity for a motivated individual to join a dynamic team and contribute to the success of our organization.
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