Financial Planning Specialist

This Financial Planning Specialist role is focused on as a valued partner, you will also assist with business development, opportunity spotting and revenue generation.What will you do?. It would suit someone who can bring clear communication, reliability, and practical judgement to the role.

Who the work supports

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate.

Sales work involved

As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.What will you do? Preparing comprehensive financial plans that meet client’s specific needs in the areas of financial, investment, retirement, and risk management planning. Simplify complex strategies to assist Advisors.

Sales skills and experience

• Ten years of relevant experience in all aspects of financial planning.

Job details

• Additional detail: Flexible working options may be available.