Financial Planning Specialist

5 days ago


Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time
About the Role

We are seeking an experienced Financial Planning Specialist to join our team at Independent Resourcing Consultancy Ltd. As a Financial Planning Specialist, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals and objectives.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and circumstances.
  • Provide ongoing financial planning and investment advice to clients, ensuring that their financial goals are met and their financial well-being is maintained.
  • Work closely with clients to understand their financial objectives and develop tailored financial plans to achieve them.
  • Stay up-to-date with changes in financial regulations and legislation, ensuring that clients are aware of any implications for their financial plans.
  • Collaborate with other members of the team to ensure that clients receive a comprehensive and coordinated service.
Requirements
  • Proven experience in financial planning and wealth management, with a strong track record of delivering high-quality advice to clients.
  • Industry-recognized qualifications in financial planning, such as Chartered Financial Planner (CFP) or Certified Financial Planner (CFP).
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
  • Ability to work independently and as part of a team, with a flexible and adaptable approach to work.
What We Offer
  • A competitive salary and benefits package.
  • Ongoing training and professional development opportunities.
  • A collaborative and supportive work environment.
  • The opportunity to work with a diverse range of clients and develop your skills and expertise in financial planning.


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