Financial Planner
4 weeks ago
You will be a key member of our virtual platform, providing expert financial guidance to our clients. Your role will involve supporting clients' financial health and growth based on their individual needs and goals, through scheduled text-based and video consultations.
This is a freelance remote role with the flexibility to decide your business hours. We welcome candidates from diverse backgrounds, and local candidates are preferred but others can still be considered. This role is an excellent opportunity to supplement your current job or private practice.
We're seeking to partner with experienced Financial Advisors and Finance Coaches to be part of a collaborative community, working together to provide strategic financial advice, develop solid financial plans, and guide clients towards profitable and secure financial decisions.
Key Responsibilities:- Provide strategic advice on a range of financial products and services, including debt management, cash management, insurance coverage, and investments.
- Assess clients' overall financial picture, understand their needs, and develop a comprehensive financial plan.
- Guide clients towards profitable and secure financial decisions.
- Cultivate a strong client base and build win-win relationships.
- Stay up-to-date with industry trends and research market data to inform financial consulting.
- Oversee the course of the financial plan and update it as necessary to ensure optimal results.
- Comply with all relevant industry rules and regulations.
- Liaise with providers, solicitors, valuers, and other professionals.
- Proven experience as a Financial Advisor, Finance Coach, or relevant experience.
- Track record of successful financial guidance.
- Ability to analyze market data and provide data-driven advice.
- Strong communication, negotiation, and presentation skills.
- Accuracy, attention to detail, and the ability to explain complex information clearly and simply.
- Excellent PC knowledge and ability to operate database systems.
- BS degree in Finance or a related field.
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