360 Search are working on an exciting opportunity for an ambitious, highly proactive Certified Financial Planner (CFP) to join our clients new business team.
We are seeking an individual whose core values align with our clients and understand the importance of the holistic lifestyle financial planning approach which they take.
Key Duties but not limited to:
- – Onboard new clients Identify and resolve any financial service needs with our new clients
- – Provide professional advice and consultation concerning client’s needs
- – Make recommendations and provide solutions to client’s requirements
- – Ensure client meetings are conducted in a timely efficient manner
Skills and experience:
- – Certified Financial Planner completed or started ideally
- – Manage new client pipeline
- – Excellent knowledge of the financial planning process with a particular focus on the new business side
- – Ability to work as part of a team
- – Proficiency in Microsoft Office, Excel, and Microsoft Outlook Ability to be flexible and adaptable
- – Knowledge of Wealthtrack and Voyant would be a significant advantage
