Gov Worker
The Financial Services Consultant will develop and maintain strong relationships with clients, understand their financial goals and objectives, and provide tailored solutions to meet their needs. This role requires a deep understanding of the financial services industry, excellent communication and interpersonal skills, and the ability to work independently and collaboratively.
Key Responsibilities
As a Financial Services Consultant, your key responsibilities will include:
- Conducting needs assessments and financial planning sessions with clients to understand their financial goals and objectives.
- Developing and presenting customized financial plans and solutions to clients, including investment strategies, retirement planning, and estate planning.
- Building and maintaining strong relationships with clients, providing ongoing support and guidance to ensure their financial goals are met.
- Staying up-to-date with market trends and regulatory changes, applying this knowledge to provide expert advice to clients.
- Collaborating with other team members, including financial advisors, accountants, and attorneys, to deliver comprehensive financial solutions to clients.
Minimum Requirements
To be considered for this role, you will need to meet the following minimum requirements:
- A Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
- At least 3-5 years of experience in the financial services industry, preferably in a consulting or advisory role.
- Professional certification, such as CFP, CFA, or CAIA, is an asset.
Key Skills and Attributes
To succeed in this role, you will need the following key skills and attributes:
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide expert advice.
- Ability to work independently and as part of a team, with a high level of professionalism and attention to detail.
- Strong knowledge of financial planning and investment strategies, including retirement planning, estate planning, and tax planning.
- Ability to stay current with market trends and regulatory changes and apply this knowledge to provide expert advice to clients.
Working Environment and Conditions
You will be expected to work a standard 40-hour week, with flexibility to work additional hours as needed to meet client demands.
Duties
As a Financial Services Consultant, your duties will include:
- Conducting client meetings and financial planning sessions.
- Developing and presenting customized financial plans and solutions to clients.
- Providing ongoing support and guidance to clients to ensure their financial goals are being met.
- Staying current with market trends and regulatory changes and applying this knowledge to provide expert advice to clients.
Benefits
We offer a competitive remuneration package, including:
- A base salary plus a bonus structure.
- Comprehensive medical aid and retirement fund benefits.
- 20 days of annual leave, plus 10 public holidays.
- Ongoing training and professional development opportunities to help you grow your skills and advance your career.
- A dynamic and supportive work environment with a team of experienced professionals passionate about delivering exceptional results for our clients.