About the Company
This highly regarded and well-established leading industry fund has a long history of putting its clients at the forefront of everything they do. This client-centric approach has enabled them to develop a strong and loyal client base over the years.
With a focus on delivering outstanding intrafund and holistic financial advice, they have become known for providing exceptional service to a wide range of clients.
As a result of recent growth, they are now seeking an experienced Financial Planner to join their Intrafund team.
Responsibilities
* Provide expert financial planning advice to clients within the intrafund channel.
* Develop and implement tailored investment strategies that meet each client's unique needs and goals.
* Work closely with colleagues across the organization to ensure seamless delivery of holistic financial services.