AddressSeeking a Senior Financial Planner for a leading accountancy and wealth management practice dedicated to providing exceptional financial planning services.
The ideal candidate will lead client engagements, provide strategic financial advice, and drive business growth.
Key Responsibilities:
- Lead client engagements, including financial planning, investment management, and retirement planning.
- Provide strategic financial advice to clients based on their goals and risk tolerance.
- Develop and maintain client relationships to drive business growth.
- Stay current with industry trends and regulations to ensure compliance and best practices.
- Collaborate with other team members to deliver comprehensive financial solutions.
Qualifications:
- Min 4+ years experience providing face-to-face financial advice to clients
- Passed FASEA exam with a relevant degree
- Strong knowledge of financial products and services.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
