Duties and Responsibilities:
• Work closely with the Financial Planning Team to ensure the present and future needs of the business are met
• As a Financial Planner you will provide financial advice to both new and existing clients, offer a personal, tailored approach to financial planning. The clientele is made up of High Net worth individuals and entities
Qualifications:
• Qualified CFP® professional with a minimum of 5 years’ experience in Financial Planning with an independent practice
Skills/Competencies and experience:
• Positive attitude, enthusiastic, and high attention to detail and accuracy
• Strong decision making skills
• Strong client service experience and client presence
• Excellent verbal and written communication skills
• Ability to thrive in a team-based environment while still being able to self-initiate and work independently
• Strong interpersonal skills with a high ability to build relationships internally and externally with clients
• Superior organizational and time management skills while juggling multiple priorities

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