Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning, and tax planning. They advise a strategy tailored to the client's needs. They ensure the accuracy of bank and other financial records while maintaining a customer-orientated approach and following ethical standards.
Also called: personal financial planner, wealth adviser, personal financial adviser, financial adviser, independent financial adviser, financial planning practitioner, personal banker.
2 active jobs in this group · code 2412.4
2 jobs
MRM Interim & Advies · Groningen, Netherlands
Ben jij een financieel adviseur die verder kijkt dan de cijfers? Wil jij met jouw analyses en adviezen écht invloed hebben op beleidskeuzes en maatschappelijke projecten? Dan is dit jouw kans om jouw…
Dropbox · Remote
Role Description We are seeking a Senior FP&A Partner to help shape and accelerate growth across our core business. This highly visible role will serve as a strategic thought partner to Product…
Occupations: ESCO © European Union, CC BY 4.0 · Geography: GeoNames, CC BY 4.0 · Industries: ISIC Rev.4, UNSD
