Opportunity Overview:
This role offers a chance to work as a senior financial consultant with an established client base.
The ideal candidate will have strong communication skills and be able to work autonomously and as part of a team.
Key Responsibilities:
- Conduct client appointments over the phone or via video call.
- Gather detailed research regarding clients' situations
- Ensure compliance standards are met throughout the advice process.
- Develop long-term relationships with clients.
Requirements:
- Strong written and verbal communication skills
- Proven ability to work independently and collaboratively
- Excellent knowledge of MS Office suite including Word, Excel, and Outlook
- Knowledge of Xplan financial planning software is advantageous
Benefits:
- Flexibility to work from home
- Opportunity to develop existing relationships with clients
- Work with experienced senior advisers
For further information please contact Jason.