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Personal Finance Coordinator
2 weeks ago
We are seeking a seasoned Financial Planner to join our team at Liberty Group Ltd. In this role, you will be responsible for managing existing client relationships and building new ones through expert financial advice and guidance. If you have a passion for delivering exceptional client service and driving business growth, we encourage you to apply.
Accountabilities and Responsibilities- Manage and grow existing client relationships through exceptional client service.
- Develop and execute comprehensive financial plans to meet client objectives.
- Maintain ongoing expertise in financial products and market trends.