
Financial Planning Specialist
2 days ago
Job Title: Financial Planning Specialist
As a Financial Planning Specialist, you will be responsible for assisting in the preparation and lodging of financial documents, forms, and records.
The ideal candidate will have a background in finance, lending, or a related field, with proficiency in MS Office. Strong communication and collaboration skills are essential, especially when working with clients.
Key responsibilities include tracking implementation tasks, managing internal databases, and updating client records in line with compliance requirements.
Drafting emails and client correspondence for review, assisting with report generation, and performing general administrative tasks as required by the team.
About Our Approach
We prioritize understanding each client's unique personal and financial situation, goals, and aspirations. Our experienced advisors tailor financial strategies to individual needs, offering comprehensive wealth management services.
We value equal employment opportunities and ensure the confidentiality of the data we process. Enjoy a competitive salary package, annual appraisal, work-from-home options, medical, dental coverage, life insurance, paid vacation and sick leave, and more
Required Skills and Qualifications:
- Minimum 5 years' experience in a finance-related business
- Background in finance, lending, or a related field
- Proficiency in MS Office
- Strong communication and collaboration skills
Benefits:
- Competitive salary package
- Annual appraisal
- Work-from-home options
- Medical, dental coverage
- Life insurance
- Paid vacation and sick leave
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