Financial Planning Consultant

Company Description

Hebden Consulting Limited is a fee-based financial advisory service company located in Kuala Lumpur. We prioritise our clients and provide expert financial advice based on their needs. We are one of the fastest-growing financial advisory services companies in Asia based on assets under management, ensuring our strength and integrity as a business.

Role Description

This is a full-time hybrid role, located in Kuala Lumpur, with flexibility for some remote work. The Financial Planning Consultant will be responsible for day-to-day tasks associated with financial planning, retirement planning, and investment advice. The role also involves interfacing with clients and designing financial plans to help them achieve their financial goals. Clients will be provided with the right candidate to assist in growing the business.

Qualifications

• Strong knowledge of Financial Planning, Retirement Planning, and Investments
• At least 5 years of experience in the financial services industry
• Excellent communication and interpersonal skills
• Customer-centric mindset and ability to build trust with clients
• Ability to explain complex financial concepts clearly and concisely to clients
• Experience with financial planning software and tools
• Professional qualifications: UK Level 4: (minimum requirement)