Financial Planner

You will be responsible for understanding the approach and services offered by 1 Finance in order to deliver client-centric financial solutions. Your role will involve conducting in-depth assessments of clients" financial situations and developing customized financial plans based on a thorough understanding of their profile, goals, and requirements. It will be essential to monitor the progress of clients" financial plans, conduct regular meetings to review and discuss the action plan's effectiveness, and verify the accuracy and feasibility of all generated financial plans. Building and nurturing long-term relationships with clients will be a key aspect of your role, as you strive to understand their financial goals, priorities, and challenges. You will also be expected to create proactive reminders and nudges for clients to take necessary financial actions, working closely with other team members, including advisors, to provide seamless service. In this position, you will utilize advanced financial planning software and tools to enhance the accuracy and efficiency of services, ensuring that all services comply with quality standards and adhere to regulatory and safety requirements. Your strong analytical and problem-solving skills, collaborative and result-oriented approach, structured thinking and execution, as well as experience in working in agile practices, will be valuable assets in fulfilling your responsibilities effectively.,