Overview

We are seeking an Independent Financial Advisor to provide advisory services for wealth management. The ideal candidate will help clients achieve their financial goals through comprehensive financial planning and investment strategies.

Key Responsibilities

• Conduct thorough financial assessments of clients' current financial situations.
• Develop personalized financial plans tailored to clients' specific needs and goals.
• Provide ongoing advice and support to clients, adjusting plans as needed.
• Stay updated on market trends and financial products to offer informed recommendations.
• Ensure compliance with all regulatory requirements and ethical standards.

Required Skills

• Strong knowledge of financial planning principles and investment strategies.
• Excellent communication and interpersonal skills.
• Proficiency in financial analysis and planning software.
• Bachelor's or Postgraduate degree in Finance or related field.