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Financial Planning Specialist

2 months ago

Tiverton, Devon, United Kingdom Premier Jobs UK Full time £15 - £20

Job Title: Financial Planning Specialist

Job Type: Full-time

Industry: Financial Services

Company: Premier Jobs UK

Location: Remote (with occasional office visits)

Job Description:

We are seeking an experienced Financial Planning Specialist to join our team of financial experts. As a Financial Planning Specialist, you will be responsible for providing financial planning and advice to clients, helping them achieve their financial goals.

Key Responsibilities:

  • Provide financial planning and advice to clients
  • Conduct financial needs analysis and create personalized financial plans
  • Develop and maintain relationships with clients
  • Stay up-to-date with industry developments and regulatory changes
  • Collaborate with other financial experts to provide comprehensive financial solutions

Requirements:

  • Minimum 2 years of experience in financial planning or a related field
  • Strong knowledge of financial planning principles and practices
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills

Benefits:

  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Flexible working arrangements