Building Long-Term Client Relationships
12 hours ago
We are seeking a skilled and experienced Financial Planner to join our team.
Job Description:The ideal candidate will be responsible for delivering holistic financial advice, managing client portfolios, and developing tailored strategies aligned with individual goals and life stages.
They will also stay informed on legislative and market changes to ensure compliant and relevant advice.
The successful candidate will have excellent interpersonal and communication skills, as well as a strong strategic thinking and problem-solving ability.
Qualifications:- A minimum of 5 years' experience as a Financial Adviser.
- Relevant qualifications and registration on the Financial Adviser Register.
- Experience managing a client book.
- Strong analytical and technical skills.
This is an excellent opportunity for a relationship-driven professional who enjoys guiding clients through complex financial decisions.
As a key member of our team, you will be supported by a dedicated operations and client service team, allowing you to focus on delivering high-quality advice and building long-term client relationships.
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