Financial Planning Specialist
3 weeks ago
CA Financial Appointments is seeking a skilled Financial Planning Specialist to join our team. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and delivering high-quality financial planning solutions.
Key Responsibilities:- Develop and implement comprehensive financial plans for clients, including asset allocation and investment proposals.
- Conduct thorough research and analysis to identify investment opportunities and optimize client portfolios.
- Collaborate with clients to understand their financial goals and objectives, and provide tailored recommendations to achieve them.
- Stay up-to-date with industry trends and developments, and apply this knowledge to enhance client outcomes.
- Bachelor's degree in finance, accounting, or a related field.
- 3-5 years of experience in financial planning, with a strong background in investment research and portfolio analysis.
- CFP certification or working towards it.
- Strong Microsoft Office suite skills, particularly in Excel.
- Excellent analytical and problem-solving skills, with the ability to communicate complex ideas effectively.
- Previous experience working with financial planning software, such as Morningstar, Xplan, or Elite Wealth.
Please note that we are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.
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