Job Description

Requirements:

  • Must be in possession of a completed Bachelor's degree or diploma in Financial Planning, Commerce, Economics, Finance, or a related field.
  • Strong analytical and numerical skills.
  • Outgoing, proactive, and client-focused.
  • Passionate about personal finance.
  • Committed to helping clients achieve financial success.

Responsibilities:

  • Assist in the preparation and implementation of financial plans.
  • Conduct client research and gather financial information.
  • Prepare reports, proposals, and financial planning recommendations.
  • Support senior financial planners with client reviews and meetings.
  • Maintain accurate client records and ensure regulatory compliance.
  • Monitor investment portfolios and assist with ongoing client servicing.
  • Build and maintain strong client relationships.

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