FINANCIAL PLANNER recruitment
As a leading global insurance company and diversified financial services provider, this organisation is part of an extensive group with mature operations in the western and eastern hemispheres. Measured by market capitalisation, it is one of the world’s largest insurance groups. As part of its continuous expansion, it is searching for a highly-skilled sales professional with strong financial services foundation to join the team here in Singapore.Key Responsibilities:assist individuals and corporate clients in maximising the value of their savings, income, and investmentscarefully manage a portfolio Read more […]
FINANCIAL PLANNER recruitment
The successful candidate will promote and provide a comprehensive financial planning service to new and existing clients with particular reference to Investment, Protection, Pension Planning, Corporate Protection, and Inheritance Tax Mitigation. They will develop, promote and oversee the day to day running of the IFA operation. The role holder will also operate as the Pension Transfer Specialist (G60).Core Responsibilities:Ensure a detailed knowledge and understanding of the firm’s compliance procedures, including pension transfer and opt-out business. Ensure that effective records are retained Read more […]
Financial Planner recruitment
Responsibilities:The role holder will be required to build strong relationships with the client advisor population to develop the penetration of WP products and services.Be actively involved in advising UK WM clients on their wealth planning needs. Proactively market and communicate WP services and products Seek opportunities to further develop the WP business and increase profitability.Contribute to the product strategy and roadmap working closely with the WP Product Development and Management teamRequirements:You will have a background as a Financial/Wealth Planner, dealing with HNW individualsDetailed Read more […]
Financial Planner recruitment
Established Referral CultureAffluent Inner SuburbsLeading Remuneration StructureThis prestigious retail bank is renowned for innovative end to end wealth management solutions for everyday Australians and businesses. Continued organisational success and the promotion of a successful advisor have created the need for a financial planner to join the bank and service a number of high performing branches.As the financial planner you will be responsible for the internal and external image of financial advice from the bank. The role will see you charged with cultivating and converting volumes of leads Read more […]