Financial Planner
About The Company
That Wall St Guy is a leading financial services firm with over 20 years of experience in the industry, drawing on expertise from the US and UK stock markets.
Our Opportunity
We are seeking a skilled Financial Planner to join our established team, providing paraplanning, administration, and client support.
Key Responsibilities:
* Engage with existing clients to understand their financial goals and objectives.
* Conduct thorough analyses of clients' financial situations, identifying areas for improvement.
* Develop and implement personalized financial plans, taking into account clients' unique needs and circumstances.
* Provide ongoing support and guidance to clients, ensuring they remain on track to meet their financial objectives.
Requirements:
* Degree in Finance, Accounting, or related field.
* Strong analytical and problem-solving skills.
* Excellent communication and interpersonal skills.
* Ability to work independently and as part of a team.
What We Offer:
* Opportunity to work with a dynamic and growing company.
* Collaborative and supportive team environment.
* Ongoing training and professional development opportunities.
How to Apply:
If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply for this exciting opportunity.