Job Description
Our client is looking to build, develop and grow the financial planning part of their business. This position involves developing and implementing financial plans for individuals or organisations, and to advise on investment strategies.
They are looking for self starter to take control, be well organised, driven, and outcome based.
You will be required to:
- Delivering high-quality financial advice by providing technical expertise, supporting the preparation of advice strategies, and ensuring the seamless execution of the financial planning process.
- To play a key part in managing client relationships, maintaining compliance standards, and contributing to the development of tailored financial solutions that meet
client objectives and align with the practice’s strategic goals. - Follow all workflow processes in line with company policy, including the use of tasks and threads to record and follow ALL workflow
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