Financial Planning Consultant :About the job
About the company: Financial Planning Consultant
Alexforbes is on a journey to build a future for clients that delivers growth, inclusivity, and
sustainability. We will do this by pioneering insight to deliver advice and solutions that impact people’s lives. This means orientating our actions, decisions and intent to build a future that we can all connect with.
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We have the responsibility to ensure that the advice provided is of the highest quality to help clients navigate increased complexity, delivering long-term sustainability and value creation in the paths chosen. #impactful
About the role:
Like artisans or craftsmen who spend years honing their crafts, financial advisors have invested hundreds of hours growing their skills for the benefit of their clients and that is time well spent.
The role is about shaping the future of our clients and helping them achieve their financial goals by providing holistic financial advice that encourages financial freedom. It entails identifying new business opportunities within existing and new customer bases. Partnering and maintaining relationships with our members and clients to give them the best financial advice.
#InvestedBenefits
- Technical product and lead support
- Higher learning opportunities (CFP, training support, career pathing to higher learning
- opportunities and further training opportunities with a Degreed platform)
- Largest corporate member base
- Greater earning potential
- Full hybrid office infrastructure
Minimum requirements:
- A valid driver’s licence
- 3 – 5 years’ experience
- Bcom degree, Financial Planning, Investments, Wealth Management
- CFP candidates are preferred
Once you have applied, someone in the Talent Team will review your application and get in touch via email or telephone. We will aim to get back to you within 14 working days, however, as we are receiving lots of applications at the moment, so please do allow us some additional time. If you do not have a response after 14 days please consider your application unsuccessful on this occasion.
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