4 days ago Be among the first 25 applicants
This range is provided by Spot Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
The Company:
A financial advisory firm specialising in wealth management and financial planning, offering tailored advice to individuals and businesses. Focus areas include retirement planning, investment management, and estate planning, with an emphasis on long-term financial strategies.
The Role:
* Drive business development by converting prospects into clients, meeting targets and KPIs.
* Manage existing client portfolios, ensuring service levels are met.
* Meet clients to assess their income, expenses, insurance, tax status, financial goals, and risk tolerance.
* Analyse client financial data to develop strategies that align with their objectives.
* Advise on cash management, insurance, investment planning, and other areas to help clients achieve financial goals.
* Participate in internal committees and ad hoc projects.
The Person:
* 5+ years in financial services
* 2+ years of cash flow planning (desirable)
* QFA (essential), CFP (desirable), membership of LIA or IOB
* Degree in Finance/Commerce or related field
* Strong presentation and communication skills
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance, Business Development, and Management
Industries
Investment Management
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