Wealth Planner

Are you ready to turn your financial expertise into real impact? As our Financial Adviser, you will be the trusted partner helping clients achieve their life goals — from buying their first home to planning a secure retirement. You’ll gain access to cu...

Your duties and responsibilities will include :

• Advising clients on financial planning, investments, insurance, and retirement strategies, while building strong, long-term relationships.
• Analysing clients’ needs and tailoring solutions that help them achieve their personal and professional goals.
• Monitoring market trends and financial products so you can offer clients up-to-date and effective recommendations.
• Preparing and presenting financial strategies in a clear, approachable way that builds trust and confidence.
• Supporting clients through key life decisions, helping them feel secure about their financial future.
• Collaborating with internal specialists and using modern tools to deliver the highest standard of advice.
• Continuously developing your expertise through training, certifications, and industry insights.
• Relevant degree preferable.
• Own vehicle is an absolute must.
• Driver’s license.
• No bad debt.
• Clear criminal record.

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