Role Overview
As a Senior Financial Planner, you will lead client engagements, create comprehensive financial plans, and guide clients across investments, retirement, tax, and succession planning.

Key Responsibilities:

• Conduct in-depth financial analysis and create tailored financial plans
• Manage and nurture long-term client relationships
• Lead client meetings and present financial strategies
• Stay updated with regulatory and market developments
• Work closely with operations for smooth execution

Ideal Profile:

• Bachelor’s degree in Finance, Economics, or related field
• CFP / CFA / CWM qualification preferred
• Proven experience in financial planning
• Strong communication and relationship skills