Investment Planning Expert
5 days ago
Job Description
We are seeking an experienced and qualified Independent Financial Advisor to join our team at Independent Resourcing Consultancy Ltd. As an Independent Financial Advisor, you will be responsible for providing expert financial advice and guidance to clients, helping them achieve their financial goals and secure their financial futures.
Main Responsibilities
- Provide expert financial advice and guidance to clients, identifying opportunities to help them achieve their financial goals.
- Conduct thorough financial assessments of clients' current financial situations and future goals.
- Develop and implement personalized financial plans for clients, incorporating investment, retirement, and tax planning strategies.
What You'll Need
- 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 over 5 million.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Ability to work independently and as part of a team.
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