Personal Finance Specialist
2 days ago
We are seeking a Personal Finance Specialist to join our team at Pru Life UK. As a Personal Finance Specialist, you will play a key role in helping clients manage their finances effectively and achieve their long-term financial goals.
Job Description- Your primary responsibility will be to provide personalized financial planning advice to clients based on their individual financial objectives and risk tolerance.
- You will also be responsible for developing business by acquiring and building individual and corporate clienteles.
- We are looking for candidates with a minimum of 1 year working experience and a passion for learning, service, and excellence.
- Candidates should be willing to undergo training and professional licensing to ensure they have the necessary skills and knowledge to excel in this role.
- As a Personal Finance Specialist, you can expect a competitive compensation package that includes performance bonuses, medical/health insurance, life insurance, and generous incentives.
- In addition to these benefits, we offer a dynamic work environment that values creativity, innovation, and teamwork.
Pru Life UK is part of Prudential PLC, one of the world's oldest and largest financial services companies. We are recognized by the Department of Finance - Insurance Commission and are committed to providing our clients with innovative solutions that cater to their diverse needs.
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