Financial Planning Specialist

The Financial Planning Specialist position centres 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.

Why this role may suit you

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, tax, risk management and estate planning. Simplify complex strategies to assist advisors.

Sales skills and experience

• Five years experience with tax planning for high net worth clients.
• Five years of relevant experience in all aspects of financial planning.
• Qualified applicants may be contacted to review their resume in more detail.Job Skills.

Practical information

• Additional detail: Flexible working options may be available.