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Job Title:
Financial Planner
Reporting to:
Managing Director
Brief description of role and responsibilities:
Financial Planners provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives. As a professional, a Financial Planner offers expert advice on suitable mortgages, investments, insurance, tax and private pensions and creates a valuable financial plan for a client.
Specific duties and responsibilities:
· To adopt UNIQ Family Wealth’s 6 step process of Financial Planning process as laid down by the Financial Planning Standards Board (FPSB) and provide advice to individuals, families and family businesses.
· To conduct in-depth reviews of clients' financial circumstances, current...