Financial Services Professional
5 days ago
Job Summary:
We are seeking an experienced and qualified Financial Services Professional to join our team at Independent Resourcing Consultancy Ltd. As a Wealth Management Specialist, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures.
Key Responsibilities:
- Build and maintain relationships with clients, providing them with expert financial advice and guidance
- Conduct thorough financial assessments of clients' current financial situations and future goals
- Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
- Monitor clients' financial progress and adjust plans as necessary
- Stay up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients
Requirements:
- A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
- Industry leading qualifications such as CFP, CFA, or other relevant certifications
- Transferable client base and AUM
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to work independently and as part of a team
What We Offer:
A competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.
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