Job Description
As a Financial Planner at ASI Wealth, you will be responsible for delivering comprehensive financial planning services to our clients. This includes providing advice on investments, retirement, estate planning, tax planning and risk management. Your role is critical in helping clients achieve their financial objectives through professional and ethical financial planning. Cultivating and maintaining strong client relationships will be a key part of the role, along with staying informed about relevant financial market trends and regulations.
- Minimum 3 years of experience as a Financial Adviser
- Financial Planning qualifications or related, RE1/RE5. CFP will be advantageous
- 120 credits – recognised qualifications
- Strong knowledge in various investment products
- Own vehicle and valid driver’s license
- Expertise in finance and a deep understanding of financial principles
- Exceptional interpersonal and commun...