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Conduct initial fact find meetings
Identify and prioritise client's financial goals
Analyse the market to create tailored solutions
Prepare and present your recommendations
Regular assessment of your clients goals
Work closely with your support team
Track performance and deliver results
Continually improve your knowledge and skills
Your Responsibilities
Europe (Remote)
Location
Permanent
Position type
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Financial Consultant
Due to our continued growth, we are seeking a new team member with a positive attitude, a desire to continually improve, and a client-focused mindset. Our company depends on word-of-mouth and referrals; therefore, the ideal applicant must have the right behavours and be willing to go the extra mile when helping the team and providing service to our clients.
Highly driven
Client focused
Attention to detail
Organisational skills
Interpersonal skills
Presentation skills
Strong willingness to learn
Previous experience preferred
Candidate Requirements
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