Financial Consultant

About the role

We are seeking a Financial Consultant to deliver expert financial advice and services to individuals, businesses, and organisations. You will analyse financial data, develop tailored strategies, and support clients in achieving their financial objectives.

Key responsibilities

• Develop customised business and financial plans, including investment and cash‑flow management.
• Advise clients on suitable financial products and risk‑management strategies.
• Create and monitor personal or corporate budgets, forecasts and financial reports.
• Assess financial risks and recommend mitigation measures such as insurance, diversification and emergency funds.
• Oversee internal financial controls, payroll, accounts payable and receivable, and support the use of Zoho accounting tools.
• Prepare detailed client reports, performance reviews and investment analyses.
• Support business development by drafting proposals, scoping documents and advisory presentations.
• Stay current with financial regulations and ensure client compliance, including tax‑saving opportunities.

Required profile

• Bachelor’s degree in finance, accounting, economics or a related field.
• Strong analytical abilities and experience in financial planning, budgeting and risk management.
• Excellent communication skills and a client‑focused mindset.
• Ability to stay updated on market trends and regulatory changes.

Required skills

• Proficiency with Zoho accounting and reporting tools.