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Financial Planning Specialist

2 months ago

London, Greater London, United Kingdom One Financial Solutions Full time

Financial Planning Specialist

About the Role

We are seeking a highly skilled Financial Planning Specialist to join our team at One Financial Solutions. As a key member of our organization, you will play a vital role in delivering personalized investment solutions to help clients achieve their long-term financial goals.

Responsibilities

* Provide financial planning support to clients, ensuring their financial plans are tailored to their unique needs and goals
* Collaborate with investment professionals to cultivate strong client relationships and drive business growth
* Prepare accurate and comprehensive financial plans, leveraging your expertise to identify opportunities for clients to achieve their objectives
* Work closely with our team to develop and implement effective strategies to support our clients' financial well-being

Requirements

* Level 4 qualification and CAS status minimum
* Strong understanding of the investment business and its complexities
* Excellent interpersonal skills, with the ability to build strong relationships with clients and colleagues alike
* Proven ability to work effectively within a team environment, contributing to a collaborative and supportive culture

What We Offer

* A dynamic and supportive work environment that encourages growth and development
* Opportunities to work with a talented team of professionals who share your passion for delivering exceptional client service
* A competitive compensation package that reflects your skills and experience

If you are a motivated and experienced Financial Planning Specialist looking for a new challenge, we encourage you to apply. Please note that we are looking for candidates with Level 4 qualification and CAS status minimum.