Financial Planning Consultant

About the company: Alexforbes is on a journey to build a future for clients that delivers growth, inclusivity, and sustainability. We will do this by pioneering insight to deliver advice and solutions that impact people's lives. This means orientating our actions, decisions and intent to build a future that we can all connect with.
We have the responsibility to ensure that the advice provided is of the highest quality to help clients navigate increased complexity, delivering long-term sustainability and value creation in the paths chosen.
About the role: The role is about shaping the future of our clients and helping them achieve their financial goals by providing holistic financial advice that encourages financial freedom. It entails identifying new business opportunities within existing and new customer bases and partnering with our members and clients to give them the best financial advice.
#InvestedBenefits Technical product and lead supportHigher learning opportunities (CFP, training support, career pathing to higher learning opportunities and further training opportunities with a Degreed platform)Largest corporate member baseGreater earning potentialFull hybrid office infrastructureMinimum requirements: A valid driver's licence3 – 5 years' experienceBcom degree, Financial Planning, Investments, Wealth ManagementCFP candidates are preferredOnce you have applied, someone in the Talent Team will review your application and get in touch via email or telephone. We will aim to get back to you within 14 working days; however, please allow us some additional time due to the high volume of applications. If you do not receive a response after 14 days, please consider your application unsuccessful on this occasion.

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