Financial Planning Professional
5 days ago
Role Overview:
As a Junior Financial Advisor with The Recruitment Council, you will be an integral part of a fast-growing financial advisory firm that serves high-net-worth individuals, businesses, and trusts. This exciting opportunity offers ample exposure to sophisticated clients and complex financial planning, allowing for significant career growth and advancement.
Key Responsibilities:
- Support senior advisors in developing tailored investment, retirement, and estate planning strategies.
- Assist with preparing financial plans, conducting research, and preparing reports.
- Stay updated on market trends, financial products, and legislation.
- Participate in client meetings and contribute to long-term relationship management.
- Engage in ongoing professional development through training and strategy sessions.
- Help build and maintain strong client relationships by delivering high-quality, compliant financial advice.
Required Skills & Qualifications:
- Certified Financial Planner (CFP) or currently working towards the certification.
- Minimum of 13 years of experience in financial planning or wealth management.
- Strong understanding of investment strategies and the financial planning process.
- Excellent communication skills with a focus on client engagement.
- Detail-oriented, proactive, and analytical mindset.
- Ability to work both independently and collaboratively in a team environment.
Benefits:
- A competitive fixed salary with potential for performance-based bonuses.
- Continuous mentorship and training in a dynamic, professional environment.
- Exposure to high-net-worth clients, both locally and internationally.
- Flexible work options after training, including hybrid and remote possibilities.
- Opportunities for significant career growth and advancement.
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