Expert Financial Strategist
We're seeking a highly skilled and accomplished financial strategist to play a key role in shaping the financial futures of individuals and families.
About the Role
* This is an opportunity to utilise your expertise in creating tailored financial solutions that deliver lasting impact and help clients achieve their goals.
* You'll work closely with clients to understand their financial needs, create personalised strategies, and provide guidance throughout major life events.
Responsibilities
* Design and implement comprehensive financial plans, including savings, investment, insurance, and tax strategies.
* Develop and maintain strong relationships with clients by reviewing and adapting financial plans as their needs evolve.
* Collaborate with clients to assess their financial goals and current financial health.
* Create detailed reports and presentations to communicate complex financial information effectively.
* Ongoing professional development and support to attain required certifications.
Benefits and Opportunities
* Paid day off for your birthday.
* Wellbeing bonuses and initiatives: mental health support, fitness memberships, and flexible work arrangements.
* Volunteer/community engagement days.
* Networking opportunities through industry events and professional associations.
What You'll Need
* Advanced degree in finance, economics, or related field.
* Proven track record of delivering successful financial results.
* Strong analytical and problem-solving skills.
* Excellent communication and interpersonal skills.
* Ability to adapt to changing financial landscapes and regulations.