Financial Planning Advisor
This role involves delivering high-quality financial planning advice to clients. The successful candidate will have excellent interpersonal skills, be able to work autonomously, and possess strong technical abilities.
The position offers flexibility with working hours and remote work options, making it suitable for those who value work-life balance.
Main Responsibilities:
* Deliver comprehensive financial planning advice to clients
* Communicate effectively with clients and colleagues
* Work independently with minimal supervision
* Maintain accurate records and reports using technical software