Welcome to The Next Generation of Insurance & Wealth Creation Professionals.
With over 100 years' of industry management experience dedicated to your personal success, structured development paths and mentorship programs; there is no better platform available in the market for new entrants. If building your own professional and profitable business prac...
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The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualifications:
Extensive experience as a Financial Advisor or similar role
At least 3 years in the corporate environment
Deep understanding of financial products, investment strategies, and regulatory frameworks
Proven track record of successful financial planning and client relationship management
Strong analytical, communication, and interpersonal skills
Relevant degree in Finance, Economics, Business, Sales, Marketing, Financial Planning or a related field (CFP or similar certification preferred)
Own car and laptop
Clear criminal record and credit history
Benefits:
Competitive compensation package with performance-based incentives
Opportunities for continuous professional growth and development
Flexible working environment and a collaborative team culture
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