Financial Planner \ Sales Manager
1 month ago
Key Responsibilities:
- Provide comprehensive financial planning advice to clients, including investment planning, pension planning, tax planning, protection planning, and retirement planning
- Meeting with clients to understand their financial goals and objectives and develop personalised financial plans to help them achieve these
- Research and analyse financial products to determine which ones may be suitable for clients
- Prepare reports and presentations that summarize a client's financial situation and the recommendations that have been made
- Stay up-to-date with changes in the financial industry and regulations to ensure that advice is in line with current laws and best practices
- Identifying new business opportunities and developing relationships with potential clients
- Managing and training a team of financial planners
Qualifications:
- Chartered Financial Planner (CFP) or Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning
- Chartered Institute for Securities and Investment (CISI) Investment Advice Diploma
- Minimum of 5 years experience in a similar role
- Strong communication and interpersonal skills
- A passion for helping clients achieve their financial goals
- Proven experience in sales and business development
In return, we offer a competitive salary, comprehensive benefits package, and opportunities for career advancement.
If you have a passion for financial planning, sales and business development and are looking to take the next step in your career, we would love to hear from you.
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