Found Description
Life Planner is a dedicated financial planning professional responsible for helping clients achieve financial confidence and retirement readiness through holistic, goals-based financial planning.
As a pure-advisory specialist, Life Planner provides independent and needs-based advice across retirement planning, wealth accumulation, protection, investment strategies, and legacy planning. The role works collaboratively with Relationship Managers and Insurance Specialists to ensure clients receive objective financial planning guidance before exploring suitable financial solutions.
Life Planner enhances the overall client experience by delivering personalised, comprehensive, and unbiased financial advice that supports clients in achieving their long-term financial goals.
Responsibilities:
Financial Planning & Advisory
- Conduct comprehensive Financial Needs Analysis (FNA) to understand clients' financial goals, life pri...