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Financial Planner

2 months ago

Hemel Hempstead, Hertfordshire, United Kingdom Financial Divisions Full time

Unique Opportunity for a Financial Planner

Join our team at Financial Divisions

Financial Planner Role

Job Description

Financial Planner Job Summary

We are seeking a skilled Financial Planner to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing a portion of our existing book of business, providing financial advice to our clients, and helping them achieve their financial goals.

Key Responsibilities

  • Manage a portfolio of existing clients, providing financial advice and guidance to help them achieve their financial objectives.
  • Develop and implement financial plans tailored to the needs of our clients, taking into account their financial situation, goals, and risk tolerance.
  • Provide ongoing support and guidance to our clients, helping them to stay on track with their financial plans and make informed decisions about their finances.
  • Work closely with our paraplanning team to ensure that all client work is completed efficiently and effectively.
  • Contribute to the growth and development of our business, identifying new opportunities and helping to develop new business strategies.

Requirements

  • 5 years of experience in financial planning, ideally in an independent wealth planning firm.
  • Strong knowledge of financial planning principles, including investments, tax planning, cashflow modelling, retirement planning, and protections.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work independently and as part of a team, with a strong focus on delivering high-quality results.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.

What We Offer

  • A competitive salary of £65,000 - £80,000, plus bonus.
  • An attractive benefits package and holiday allowance.
  • The opportunity to work with a dynamic and growing business, with a strong focus on delivering high-quality results.
  • A supportive and collaborative team environment, with opportunities for professional development and growth.

How to Apply

If you are a skilled Financial Planner looking for a new challenge, please get in touch with us to discuss this opportunity further.