Top Financial Consultant
2 weeks ago
We are seeking an experienced and skilled Financial Adviser to join our team at Click and Connect Online Limited. As a key member of our team, you will play a vital role in delivering exceptional financial services to our clients.
About the RoleAs a Financial Adviser, your primary responsibility will be to work closely with clients to understand their financial goals and objectives. You will provide personalized advice on various areas, including regular savings plans, wealth management, pensions, lump sum investments, life insurance, and critical illness insurance.
You will have the opportunity to work with a highly advanced system that enables you to monitor compliance, servicing, and tracking of client portfolios efficiently. Our cutting-edge technology allows you to access client information 24/7, ensuring you can provide the best possible service.
Key Responsibilities- Provide expert financial advice to clients on various financial products
- Develop and implement personalized financial plans for clients
- Maintain accurate records of client interactions and transactions
- Stay up-to-date with industry developments and regulatory requirements
To succeed in this role, you must possess the following skills and qualifications:
- A strong understanding of financial markets and instruments
- Excellent communication and interpersonal skills
- The ability to work in a fast-paced environment and meet deadlines
- Industry-recognized qualifications, such as Level 3 or above
- Experience in financial services, preferably in wealth management or a related field
We offer a competitive salary package, including:
- An estimated annual salary of $120,000 - $180,000, depending on experience
- Ongoing training and development opportunities to enhance your skills and knowledge
- A comprehensive benefits package, including health insurance and retirement savings plan
- The chance to work with a dynamic and supportive team
- A flexible and adaptable work environment that encourages growth and innovation
We are committed to providing a challenging and rewarding career path for our employees. If you are a motivated and ambitious individual looking to take your career to the next level, please submit your application today.
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