Financial Services Specialist
We are seeking a Financial Services Specialist to provide comprehensive financial planning services to our clients. This includes ongoing advice, guidance and maintaining face-to-face and phone contact with clients.
* About the Role:
* Prepare and conduct interviews and reviews for prospects and existing clients.
* Provide financial planning advice that matches individual client needs.
* Keep up to date with financial planning products and services and with financial market trends.
* Your Responsibilities:
* Build, train, and maintain relationships with external referral sources.
* Create new business opportunities and retain existing clients.
What We Offer:
* A dynamic work environment.
* Ongoing training and professional development.
* The opportunity to build long-term relationships with clients.