Job Description

Key Responsibilities

• Provide expert financial advice aligned with each client’s financial goals and objectives
• Conduct in-depth financial assessments and develop tailored financial plans
• Advise on investment strategies, retirement planning, estate planning, and tax optimisation
• Generate new business through networking, referrals, and marketing initiatives
• Build and maintain strong, long-term client relationships
• Stay informed on industry developments, regulatory changes, and best practices

Qualifications

• Proven experience as an Independent Financial Advisor or in a client-facing financial services sales role
• Strong knowledge of financial planning principles, investment products, and regulatory frameworks
• Relevant certifications such as CII levelk 4,  CFP, CFA, or equivalent are advantageous

Skills & Attributes