Financial Planning Consultant
3 weeks ago
The Recruitment Council is seeking a Financial Planning Consultant to join our team. As a key member, you will be responsible for guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management.
This role is ideal for a motivated financial professional dedicated to building lasting relationships and delivering tailored financial solutions.
We offer a competitive salary structure that includes a basic salary plus commission based on book size, experience, and qualifications, along with an annual performance bonus incentive.
Key Responsibilities- Financial Planning: Conduct thorough financial assessments to understand clients goals and analyze their current financial status, creating customized financial plans to meet those goals.
- Investment Management: Recommend appropriate investment strategies and products based on clients risk tolerance and financial objectives. Monitor and manage investment portfolios to optimize performance.
- Retirement Planning: Help clients estimate their retirement needs and devise strategies to accumulate sufficient funds for a comfortable retirement.
- Tax Planning: Offer guidance on tax-efficient investment strategies and identify methods to reduce tax liabilities.
- Client Education: Enhance clients financial literacy by educating them on financial concepts, investment options, and market trends.
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Financial Consultant
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Financial Planning Consultant
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Financial Planning Assistant
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Business Financial Consultant
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Office Administrator
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Financial Planning Associate
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Senior Financial Consultant
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Financial Sales Professionals
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Insurance and Financial Services Experts
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