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Senior Financial Planning Specialist

1 week ago

Auckland, Auckland, New Zealand Consult Recruitment Full time

We are looking for a Senior Financial Planning Specialist to join our team at Consult Recruitment. The successful candidate will have a strong background in financial planning and advisory services, with the ability to provide expert advice and guidance to clients.

About the Role

This is an exceptional opportunity to work with a highly respected and established professional services firm. You will be responsible for managing and overseeing the delivery of financial planning and advisory services to clients, as well as developing and implementing strategies to drive growth and improve client satisfaction.

Key Responsibilities
  • Provide expert financial planning and advisory services to clients
  • Develop and implement strategies to drive growth and improve client satisfaction
  • Manage and oversee the delivery of financial planning and advisory services to clients
  • Develop and maintain strong relationships with clients and colleagues
Requirements
  • Strong background in financial planning and advisory services
  • Proven expertise in providing financial planning and advisory services to clients
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Formally qualified (CA, CPA or equivalent)