Financial Solutions Consultant
kaptivate llp- Posted an hour ago
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Job Description
Financial Solutions Consultant (Financial Services)
Fresh Graduates Welcome | Training & Mentorship | Career Development Opportunities
Your People Skills Could Be the Start of Something Bigger!
Are you passionate about helping people, exploring financial solutions, and building meaningful professional relationships
We're looking for motivated, confident, and driven individuals to join our growing financial services team as Financial Solutions Consultants!
This opportunity is ideal for fresh graduates and individuals who are eager to develop their knowledge of financial planning, wealth solutions, and client relationship management, while gaining practical experience in a dynamic industry.
With structured training and guidance, you'll have the opportunity to strengthen your professional skills and explore long-term career opportunities in financial services.
What You'll Be Doing
Engage with clients to understand their financial needs, goals, and priorities
Conduct financial needs analysis and support personalised financial planning discussions
Introduce suitable financial products and solutions based on clients objectives
Build and maintain strong, long-term client relationships
Assist with client reviews, follow-ups, and documentation
Develop new client relationships through networking, outreach, and business development activities
Stay informed about financial products, market developments, and industry trends
Participate in training and professional development programmes
Work alongside experienced professionals to strengthen your financial knowledge and advisory skills
Who We're Looking For
Diploma or Degree holders fresh graduates are welcome
Strong communication and interpersonal skills
Confident and comfortable interacting with people
Interested in financial planning, wealth management, or personal finance
Self-motivated, proactive, and willing to learn
Goal-oriented with a positive attitude
Good problem-solving and relationship-building skills
Responsible, organised, and detail-oriented
Able to work independently and as part of a team
No prior financial services experience required - training will be provided
What You Can Look Forward To
Structured Training - Develop essential financial planning and advisory knowledge
Mentorship & Guidance - Learn from experienced industry professionals
Career Development - Opportunities to grow professionally and take on greater responsibilities
Practical Industry Exposure - Gain experience in financial solutions and client engagement
Professional Growth - Strengthen your communication, analytical, and business development skills
Supportive Team Environment - Work alongside motivated and collaborative professionals
Make Your Next Career Move Count!
If you're someone who enjoys connecting with people, embraces new challenges, and wants to build a meaningful career in financial services, we'd love to hear from you!
Apply today and discover where a career in financial services can take you!
More Info
Key Skills
financial needs analysis
wealth solutions
