Financial Planner
Core
Manage and grow a portfolio of Discretionary Investment Management Services (DIMS) clients through holistic financial planning and strategic business development.
Role type
Financial Planner (Investment & Business Development)
Builds
Client financial plans and portfolio growth strategies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
DIMS knowledge, financial planning, lead conversion, client relationship management, regulatory compliance
Preferred skills
CFP designation, commercial acumen
Responsibilities
Manage and retain an established portfolio of Wellington-based DIMS clients; Convert business-led opportunities to drive portfolio growth; Provide comprehensive, holistic financial advice tailored to clients' long-term life goals; Conduct regular client reviews and adjust financial strategies; Ensure adherence to legislative frameworks and compliance standards.