TalentAQ

TalentAQ

IFA

Financial PlanningFull TimeSheffield, Tasmania85 k

Job Description

<h3>Overview</h3><p>We are seeking a motivated and experienced Independent Financial Advisor (IFA) to provide expert financial advice and wealth management solutions to clients. The ideal candidate will develop and maintain strong client relationships, assess financial needs, and recommend suitable investment strategies. This role requires a deep understanding of financial products and regulations, as well as excellent communication and interpersonal skills.</p><h3>Key Responsibilities</h3><ul><li>Conduct thorough financial assessments of clients' needs and goals.</li><li>Develop and implement personalized financial plans.</li><li>Provide ongoing advice and support to clients.</li><li>Stay updated on market trends and regulatory changes.</li><li>Ensure compliance with all relevant regulations and ethical standards.</li></ul><h3>Required Skills</h3><ul><li>Financial Planning</li><li>Investment Management</li><li>Client Relationship Management</li><li>Regulatory Compliance</li></ul>

Overview

We are seeking a motivated and experienced Independent Financial Advisor (IFA) to provide expert financial advice and wealth management solutions to clients. The ideal candidate will develop and maintain strong client relationships, assess financial needs, and recommend suitable investment strategies. This role requires a deep understanding of financial products and regulations, as well as excellent communication and interpersonal skills.

Key Responsibilities

  • Conduct thorough financial assessments of clients' needs and goals.
  • Develop and implement personalized financial plans.
  • Provide ongoing advice and support to clients.
  • Stay updated on market trends and regulatory changes.
  • Ensure compliance with all relevant regulations and ethical standards.

Required Skills

  • Financial Planning
  • Investment Management
  • Client Relationship Management
  • Regulatory Compliance

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