Financial Planning Specialist

4 hours ago

Surrey, United Kingdom Financial Divisions Full time

Financial Divisions is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will work closely with clients from sports clubs across Surrey, providing holistic financial advice and guidance. Our client is an Independent Financial Advice firm based in Sussex, offering whole of market advice on pensions, investments, tax planning, retirement planning, IHT, mortgages, and some protections, wills, trusts, and powers of attorney. The Managing Director has built strong relationships with sports clubs across the South East, generating new business and receiving warm leads, recommendations, and referrals. As a Financial Planning Specialist, you will be responsible for building relationships with these sports clubs and generating new business. You will need to live within the Surrey and Sussex areas and be able to work from the office as needed. If you have experience in private client wealth management, providing financial advice and guidance, we would like to hear from you. Key responsibilities include:

* Providing financial advice and guidance to clients from sports clubs across Surrey
* Building relationships with sports clubs and generating new business
* Working closely with the Managing Director to develop and implement financial planning strategies
* Providing whole of market advice on pensions, investments, tax planning, retirement planning, IHT, mortgages, and some protections, wills, trusts, and powers of attorney

If you are a motivated and experienced Financial Planning Specialist looking for a new challenge, please get in touch.

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