Recruitment
Recruitment for the role of financial planner is currently open. We are seeking candidates who are passionate about helping individuals and families achieve their financial goals through sound financial planning.
As a financial planner, your responsibilities will include assessing clients' financial needs and goals, developing personalized financial plans, providing investment advice, and monitoring the performance of investment portfolios. You will work closely with clients to help them understand their financial options and make informed decisions to achieve their goals.
To be considered for the role of a financial planner, candidates should possess a bachelor's degree in finance, economics, or a related field, and have relevant work experience in financial planning or investment management. Professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are preferred.
Candidates should also possess excellent communication and interpersonal skills, analytical abilities, and the ability to work independently and as part of a team.
To apply for the role of a financial planner, please submit your resume and a cover letter explaining your qualifications and experience in financial planning. Shortlisted candidates will be contacted for an interview with the recruitment team.
As a financial planner, you will have the opportunity to work with a reputable financial services provider and make a positive impact on clients' lives by helping them achieve their financial goals. You will also have access to ongoing training and development opportunities to enhance your skills and knowledge in the field of financial planning.