Finance Business Partner at Specsavers shaping commercial thinking and guiding decision - making for product launches and promotions. Requires analytical skills and strong partnerships across teams.
About the role
- Financial Planner helping clients achieve financial goals through expert advice and relationship building. Focused on delivering tailored financial planning and support with a commission-based earning approach.
Responsibilities
- Partnering with clients to understand their financial objectives
- Conducting in-depth financial reviews and providing ongoing support
- Leveraging data-driven insights to analyze financial programs
- Collaborating with team to achieve shared objectives
- Monitoring productivity and identifying opportunities for improvement
Requirements
- Bachelor’s degree preferred
- 3–5 years of experience in banking services
- Willingness to obtain Registered Representative (RR) licensing
- Commitment to achieving the Certified Financial Planner (CFP) designation
- Up to 10 years of qualifying work experience or QAFP professional in good standing
Benefits
- Competitive benefits to ensure a stable and motivating environment
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Career development opportunities
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