Strategic Financial Advisor
1 month ago
Job Summary
The Recruitment Council is seeking a seasoned financial professional to fill the role of Advisory Partner. This position requires an individual skilled in guiding clients through a comprehensive range of financial solutions, fostering long-term client relationships, and managing investment portfolios effectively.
Key Responsibilities
- Client Relationship Building: Establish trusting relationships with new clients and maintain strong connections with existing clients.
- Business Development: Actively seek new business opportunities and referrals, and support business inflows through client prospecting.
- Financial Roadmap and Portfolio Management: Create tailored financial plans and oversee client portfolios to ensure goals are met, with bi-annual client meetings to discuss performance and adjustments.
- Practice Management: Oversee business practice standards, including managing stats, inflows, compliance requirements, and internal relationships.
- Compliance and Professional Development: Ensure clients align with industry standards, and stay updated on industry changes through training and networking.
Requirements
- Postgraduate Diploma in Financial Planning (CFP) or equivalent.
- A relevant B.Com degree, CA, or LLB.
- Regulatory exams and completion of Class of Business courses.
- Minimum of 5 years in financial advisory or investment planning, with a proven record of client relationship management.
What We Offer
The Recruitment Council offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a results-driven, client-focused professional with a passion for helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.
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