Financial Services Consultant [High Commission/Flexible hours]

The Supreme HR Advisory – Alexandra Estate

Assess clients’ financial situation to develop strategies to help client meet their financial goals.

Provide advice on insurance to help companies and individuals plan for their financial futures.

Help clients with financial planning in areas such as retirement, education, and investments with our full product suite.

Review and follow up with clients on a regular basis to assess how developments in their life might affect their financial plan.

Preparing and interpreting financial document summaries, investment performance report and income projections for clients.

Build and maintain effective relationships with existing clients.

Job Requirements

A level, local diploma or any degree

Training and professional development