Financial Planning Specialist
3 weeks ago
Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation.
Provide expert advice on investment products, insurance coverage, and debt management strategies to help clients achieve their objectives.
Develop and implement personalized financial plans to secure clients' financial futures, including securing stocks and bonds and establishing progressive savings accounts.
Stay up-to-date with industry trends and regulations to ensure compliance and provide clients with the best possible advice.
Identify and pursue new business opportunities to maintain a strong client base and drive business growth.
About the Role:
This is an exciting opportunity to join Pru Life UK as a Financial Planning Specialist, where you will play a key role in helping clients achieve their financial goals. As a strategic wealth manager, you will be responsible for providing expert advice and guidance to clients, helping them to make informed decisions about their financial futures. If you have a passion for finance and a desire to make a real difference in people's lives, we would love to hear from you.
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