Financial Services Professional
1 month ago
We are seeking an experienced and qualified Independent Financial Advisor to join our team at Click and Connect Online Limited.
About the Role:
Cultivate and maintain relationships with clients, delivering expert financial advice and guidance.
Conduct comprehensive financial assessments of clients' present financial situations and future goals.
Develop and implement tailored financial plans for clients, encompassing investment, retirement, and tax planning strategies.
Monitor clients' financial progress and adapt plans as needed.
Requirements:
- 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 and a supportive, collaborative work environment.
If you meet the aforementioned criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.
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