FINANCIAL ADVISOR

A national new generation independent financial planning business is looking for a Financial Advisor to join the team.

Qualification: 

• Minimum bachelor’s degree in financial planning or similar.
• Regulatory Examination 5 for representatives.
• CERTIFIED FINANCIAL PLANNER® Professional will be added advantage.

Experience:

• Minimum 5 Years in financial advisory role.

Key Responsibilities :

• Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.
• Investment Management: Recommend suitable investment strategies and products based on the client's risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize pe...