Financial Planning Strategist
1 day ago
We're seeking a highly skilled and experienced Wealth Management Specialist to join our team at The Recruitment Council. As a seasoned professional in wealth management, you'll be responsible for evaluating clients' financial situations and developing customized investment plans.
Job Description:
- Evaluate clients' financial situations and develop customized investment plans aligned with their objectives, risk tolerance, and timeframes.
- Craft comprehensive assessments of clients' financial status, including assets, liabilities, income, expenses, and investment goals.
- Design and manage diverse investment portfolios using asset classes and investment vehicles that meet clients' evolving needs.
Required Skills and Qualifications:
- Degree in Business Management, Investments, Business Sciences, Finance, Economics, or related fields (Master's preferred).
- Postgraduate diploma in financial planning.
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation.
- Industry qualifications (RE5 & RE1).
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