Strategic Financial Planning Expert
4 weeks ago
The Recruitment Council seeks a seasoned Strategic Financial Planning Expert to empower clients through tailored financial solutions. This role is ideal for a results-driven professional with a passion for helping clients achieve their financial goals.
This position requires strong numerical aptitude, analytical thinking, and interpersonal understanding to engage clients and stakeholders effectively.
Responsibilities- Client Relationship Building: Establish trusting relationships with new clients and maintain strong connections with existing ones.
- Business Development: Actively seek new business opportunities and referrals to drive growth in assets under management (AUM).
- Financial Roadmap and Portfolio Management: Create tailored financial plans and oversee client portfolios to ensure goals are met.
- Practice Management: Oversee business practice standards, including managing stats, inflows, compliance requirements, and internal relationships.
- A postgraduate diploma in financial planning or equivalent.
- A relevant B.Com degree, CA, or LLB.
- Regulatory exams and completion of Class of Business courses.
Estimated annual salary: $120,000 - $180,000 depending on experience and qualifications.
We offer a competitive benefits package, including comprehensive health insurance, retirement savings plan, and professional development opportunities.
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Strategic Financial Planning Expert
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