Senior financial planner

Client Engagement Specialist

We are seeking a Client Engagement Specialist to join our team. In this role, you will be responsible for visiting clients and ensuring their financial plans meet their needs.



The ideal candidate will possess strong communication skills, experience in client-facing roles, and the ability to work independently. You will provide tailored support, manage relationships, and make critical financial assessments.

* Strong communication skills

* Experience in client-facing roles

* Able to work independently

* Variety of employee benefits offered including competitive salaries, flexible working hours, professional development opportunities etc.

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