Financial Consultant
Part-time
Pru Life UK - Red Spinel -Team Sarah Joy
- We are seeking a knowledgeable, client-focused Financial Consultant to join our team. In this role, you will work directly with clients to understand their financial goals, develop customized plans, and provide expert advice on investments, retirement planning, insurance, estate planning, and other financial matters.
- Assess clients' financial goals and develop strategic financial plans
- Provide guidance on investment strategies, portfolio management, and financial products
- Monitor and adjust client portfolios to align with changing needs and market conditions
- Educate clients on budgeting, savings, taxes, and insurance planning
- Maintain strong client relationships through regular reviews and communication
- Ensure compliance with financial regulations and industry standards
- Collaborate with other financial professionals as needed
- Permanent WFH
- Willing to be trained FREE online
- With stable internet connection
- Hybrid set up (work-frome-home)
- Not involved in networking
- Fresh graduate are welcome to apply
- Graduate of any 4 year course
- Willing to be trained FREE online
- With stable internet connection
- Hybrid set up (work-frome-home)
- Not involved in networking
- Fresh graduate are welcome to apply
Key Responsibilities
Career Perks
Vacancy posted 2 days ago
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