Experienced Financial Planner

5 days ago


Preston, United Kingdom ST Resourcing Ltd Full time

**Duties will include**
- With the full support from Administrative and Paraplanning teams make recommendations for products and services, carrying out financial review, developing suitable and appropriate financial plans and making recommendations that will enable the client toachieve their financial obligations.
- This role is due to expansion and the moving around of some clients. There is a client bank.
- Maintain a relevant level of CPD to remain up to speed with developments in legislation, regulation, tax, financial service, and products and any other matters pertinent to the role of a planner.
- Perform in line with KPI’s set by the senior management team.
- Manage personal workload effectively to ensure appropriate service to both internal and external stakeholders.

**Requirements**:

- Minimum relevant level 4 qualification
- Chartered or near to achieving Chartered status
- Effective questioning, communication, listening and empathy skills
- Convey complex information



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