Financial Adviser
Core
Guide clients through financial decisions and help them achieve their financial goals by providing tailored financial advice and building lasting client relationships.
Role type
mid-senior financial adviser
Builds
personalised financial plans and holistic financial solutions
Domain
financial services
Deliverable
client delivery
Required skills
financial planning, investment strategy analysis, regulatory compliance, financial product knowledge, complex data analysis, client relationship management
Preferred skills
proficiency in financial planning software, ability to present complex information clearly
Responsibilities
Conduct comprehensive financial assessments, develop and implement personalised financial plans, provide ongoing support and advice, monitor and review financial plans, stay updated on industry trends and regulations, collaborate with other financial professionals
Seniority
mid-senior, hands-on IC