Senior Qualified Financial Advisor

As a Finance Specialist in our team, you will play a crucial role in understanding the 1 Finance philosophy and suite of services to provide tailored financial solutions for our clients. Your responsibilities will include: - Developing a deep understanding of the 1 Finance philosophy, approach, and suite of services to align client needs with personalized financial solutions - Conducting thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position - Monitoring the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy - Verifying, cross-checking, and validating all financial plans to ensure they are comprehensive, realistic, and compliant - Executing client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction - Creating and delivering timely reminders and communications to encourage clients to take recommended financial actions - Ensuring adherence to internal quality standards and maintaining compliance with all regulatory and safety requirements Your skills as a Finance Specialist should include: - Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights - Collaborative mindset with a focus on achieving results through teamwork and client-centric execution - Structured and methodical approach to thinking and execution with strong attention to detail - Comfortable working in agile, fast-paced environments with adaptability to shifting priorities Join our team and contribute your expertise to help our clients achieve their financial goals effectively.,