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Junior Financial Planner

2 months ago

Essex, United Kingdom Pavilion Recruitment Solutions Full time

The Company

A well-established firm providing expert financial advice and wealth management services. We are dedicated to helping our clients achieve their financial goals through personalised planning and exceptional service. Our Essex office is looking for a Junior Financial Planner to join the team.

Role Overview

We are seeking a Junior Financial Planner to join our Essex office. The ideal candidate will have some experience in a financial planning role and a desire to progress in their career. You will provide comprehensive financial planning and investment advice to clients, ensuring they receive personalised solutions to meet their financial objectives.

Key Responsibilities

  • Conduct financial reviews with clients to understand their needs and objectives.
  • Develop and implement financial plans and investment strategies.
  • Provide ongoing advice and support to clients, reviewing their plans regularly.
  • Maintain up-to-date knowledge of financial products, legislation, and tax laws.
  • Build and manage a portfolio of clients, ensuring high levels of satisfaction and retention.
  • Meet regulatory and compliance requirements in all client interactions.

Qualifications and Experience

  • Experience in a financial planning or similar advisory role.
  • Relevant financial qualifications (e.g. DipFA, CII Diploma in Regulated Financial Planning, or equivalent).
  • Knowledge of financial products, investment strategies, and market conditions.
  • Strong communication and interpersonal skills.
  • Ability to build and maintain client relationships.
  • Self-motivated and proactive in business development.