Financial Planning Consultant

gradmalaysia.com; Remote; MYR 150,000 - 200,000; Full time

Job summary

A financial services platform is seeking a remote Financial Planning Consultant. This role involves providing clients with financial and retirement planning, assessing their financial status, and preparing detailed financial plans. Ideal candidates should have strong knowledge in investments and finance, excellent analytical skills, and the ability to work independently. A background in financial services is preferred, along with educational qualifications from SPM to Bachelor's degree. The position suits unemployed candidates looking for full-time roles.

Qualifications

• Experience in Financial Services.
• Pass in Takaful Basic Examination (TBE)/PCEIA is an advantage.
• Prefer unemployed candidates who are seeking full time roles.

Responsibilities

• Provide financial planning and investment advice to clients.
• Assess clients' financial status and prepare financial plans.
• Recommend strategies for financial growth and monitor clients' plans.

Skills

Strong knowledge in Investments and Finance

Excellent analytical and problem-solving skills

Strong communication and interpersonal skills

Ability to work independently and remotely

Education

SPM/Diploma/Bachelor's degree in any field

Job description

This is a full-time remote role for a Financial Planning Consultant. The Financial Planning Consultant will be responsible for providing financial planning, retirement planning, and investment advice to clients. The role involves assessing clients' financial status, preparing detailed financial plans, recommending strategies for financial growth, and monitoring clients' financial management plans. Consultants will also need to stay informed on financial laws, procedures, and market trends.

Qualifications

• Strong knowledge in Investments and Finance
• Experience in Financial Services
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Ability to work independently and remotely
• Pass in Takaful Basic Examination (TBE)/PCEIA is an advantage
• SPM/Diploma/Bachelor's degree in any field
• Prefer unemployed candidates who are seeking full time roles.

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