Financial Planning Specialist

6 days ago


Hessle and Hill Top, United Kingdom CV Library Full time
Job Title: Asset Planning Officer

We are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing wealth and financial planning solutions to our clients.

Key Responsibilities:
  • Work directly with clients to provide a wide range of financial planning solutions and conduct annual reviews.
  • Maintain competency through successful completion of required continuing professional development (CPD) hours.
  • Develop and maintain strong relationships with clients across all wealth bands.
  • Provide expert advice and guidance to clients with little to no financial knowledge.
Requirements:
  • Qualified to a minimum of level 4 in Regulated Financial Planning.
  • Experience in managing private client relationships and providing financial advice.
  • Knowledge across a range of products and asset classes.
  • Excellent communication and interpersonal skills.
What We Offer:
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including 26 days annual leave, cycle to work scheme, life assurance, private healthcare, and enhanced maternity and paternity pay.
  • Opportunities for professional development and career growth.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, please submit your application.



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