Financial Advisor

Overview
We are seeking a dedicated and knowledgeable Financial Advisor to join our team. In this role, you will provide expert financial guidance to clients, helping them achieve their financial goals through tailored planning and investment strategies. You will play a crucial role in building lasting relationships with clients and ensuring their financial well-being.

Duties

• Conduct comprehensive financial assessments to understand clients' needs and objectives.
• Develop personalised financial plans that encompass investment strategies, retirement planning, tax optimisation, and estate planning.
• Stay informed about market trends, economic changes, and regulatory updates to provide accurate advice.
• Build and maintain strong relationships with clients through regular communication and follow-ups.
• Educate clients on various financial products and services available to them.
• Monitor clients' financial progress and adjust plans as necessary to ensure they remain on track to meet their goals.
• Collaborate with other professionals, such as accountants or solicitors, to provide holistic financial advice.

Qualifications

• Proven experience in financial planning or a related field within the financial services industry is preferred.
• Strong understanding of investment products, retirement accounts, tax implications, and estate planning strategies.
• Excellent interpersonal skills with the ability to build rapport with clients effectively.
• Strong analytical skills and attention to detail for assessing complex financial situations.
• Relevant qualifications or certifications in finance or investment management are advantageous.
• A commitment to ongoing professional development and staying current with industry trends.

If you are passionate about helping individuals secure their financial future and possess the necessary skills and qualifications, we encourage you to apply for this rewarding opportunity.

Job Types: Full-time, Permanent

Pay: ₹10,000.00 - ₹30,000.00 per month

Work Location: In person