Strategic Financial Planner
2 weeks ago
Role Overview
We are seeking a highly skilled and experienced Financial Services Expert Advisor to join our team at Independent Resourcing Consultancy Ltd.
About the Role
As a Financial Services Expert Advisor, you will work closely with clients to provide expert guidance on their short-, medium- and long-term financial planning needs.
Key Responsibilities
- Advising clients on regular savings plans, wealth management, pensions, lump sum investments, life insurance, and critical illness insurance.
- Developing and implementing tailored financial plans to meet clients' goals and objectives.
- Providing ongoing training and development to ensure employees have the necessary skills and knowledge to excel in their roles.
- Monitoring compliance, servicing, and tracking of client portfolios to ensure seamless delivery of financial services.
Requirements
- Exceptional not the ordinary individuals with experience in financial services.
- Industry qualifications at Level 3 and above.
- Attention to detail, hard work, and motivation.
- Confidence and strong interpersonal skills.
- A flexible and adaptable approach to work.
- Willingness to learn and implement new internal work practices and systems.
- Success and target-driven individuals.
What We Offer
- The ability to earn substantially increasing year on year.
- Dedicated training from qualified and experienced professionals.
- Generous trail earnings.
- Full support.
- A structured career path and exit strategy.
- Visas to live and work in our offices.
- Various packages depending on applicant and experience.
Locations
We have offices in Shanghai, China, Bangkok, Thailand, HCMC, Vietnam, and Hong Kong.
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