Financial Planning Expert Sought for Global Opportunities

7 days ago


Auckland, Auckland, New Zealand WORLD WIDE IMMIGRATION SERVICE LLP Full time
Job Description:

We are seeking a skilled Financial Advisor to join our team at WORLD WIDE IMMIGRATION SERVICE LLP. This is an exciting opportunity for a professional to provide comprehensive financial services and support to clients based abroad.

About the Job:
  • This role involves conducting thorough financial assessments of clients to understand their current financial situation, including income, expenses, assets, and liabilities.
  • The ideal candidate will work closely with clients to set clear and achievable financial goals, such as retirement planning, education saving, or purchasing a home overseas.
  • The successful applicant will have strong risk assessment skills, enabling them to evaluate client risk tolerance and recommend suitable investment strategies.
  • This position requires excellent budgeting and cash flow analysis skills, helping clients manage their finances effectively and make informed decisions about savings and investments.

Note: This job opening is specifically for candidates based abroad (not applicable to India-based individuals). However, Indian candidates can apply for this international position.



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