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Senior Financial Services Specialist
3 weeks ago
Job Title: Senior Financial Services Specialist
Description:
This is a full-time role for a Senior Financial Services Specialist servicing an existing book of clients. The position will be responsible for managing existing client relationships, providing comprehensive financial planning advice, retirement planning, investments, and financial advisory services.
The successful candidates will need to meet the following criteria:
- Strong understanding of SMAs and investment strategies
- Experience in Investments, SMAs, and provision of high-quality holistic financial advice
- Retirement Planning and wealth management
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to develop strong relationships with existing clients and identify new business opportunities
- Ability to work autonomously and in a team setting
- Meet FASEA requirements
- Bachelor's degree in Finance, Economics, Business, or related field
The role offers flexibility (hybrid work arrangement), long-term career opportunities, and an attractive remuneration package.
Key Responsibilities:
- Manage existing client relationships and provide ongoing support
- Provide comprehensive financial planning advice
- Retirement planning and wealth management
- Investments and financial advisory services
Requirements:
- FASEA qualified
- Bachelor's degree in Finance, Economics, Business, or related field
- 5+ years' experience in financial planning and services
What We Offer:
- Flexible working arrangements
- Long-term career opportunities
- Attractive remuneration package
