Job Description: Financial Consultant
We are looking for an experienced Financial Consultant:
- Providing financial advice to clients based on their circumstances, appetite for risk and desired level of future investment growth.
- Analyzing client information and future financial projections to ascertain the best investment solutions and strategies for clients.
- Maintaining good relationships with existing clients and adapting their advice and strategies to meet unexpected changes in financial circumstances
- Producing financial reports and communicating to clients what the figures mean.
- Meeting all regulatory requirements.
- Keeping up to date with the latest financial products and regulatory changes.
Qualification:
- ACCA or equivalent
- Min 3 years of relevant experience
- Excellent skills in excel and ERPs
- Excellent English communication