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Financial Planning Specialist
2 months ago
{"h1": "Financial Planning Expert Wanted", "p": "We are seeking a highly skilled Financial Planning expert to join our team at Lime Search & Select Ltd. As a key member of our financial services team, you will be responsible for managing a high net worth (HNW) client book and developing new business opportunities.
Key Responsibilities:
* Meet with potential new clients to understand their financial planning needs
* Provide high-quality investment advice in accordance with current regulations and firm standards
* Maintain and grow the existing HNW client base
* Build and maintain a strong network of professional connections
* Identify and suggest new investment propositions
Requirements:
* Diploma in Regulated Financial Planning or equivalent
* Proven experience in financial planning and client relationship management
* Strong network of professional connections in the financial services industry
* Excellent communication and interpersonal skills
We offer a competitive salary package and bonus scheme, depending on skills, experience, and qualifications. If you are a motivated and experienced financial planning professional looking for a new challenge, please apply with your application statement and reasons for interest in this role.
Company Registration: Lime People Search & Select Ltd
The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.
", "h2": "About Us", "p": "Lime Search & Select Ltd is a leading expert in financial planning and investment services. We specialize in pensions, investments, mortgages, life, health, and critical illness insurances, serving both individuals and businesses throughout the UK.
Our team of experienced financial advisors provides high-quality advice and guidance to our clients, helping them achieve their financial goals. We are committed to delivering exceptional service and building long-term relationships with our clients.
If you are passionate about financial planning and client relationship management, and have a strong network of professional connections in the financial services industry, we encourage you to apply for this exciting opportunity.
", "h2": "What We Offer", "p": "We offer a competitive salary package and bonus scheme, depending on skills, experience, and qualifications. Our team is committed to delivering exceptional service and building long-term relationships with our clients.
If you are a motivated and experienced financial planning professional looking for a new challenge, please apply with your application statement and reasons for interest in this role.
", "h2": "How to Apply", "p": "To apply for this role, please submit your application statement and reasons for interest in this position. We look forward to hearing from you.
", "h2": "Company Information", "p": "Lime Search & Select Ltd is a leading expert in financial planning and investment services. We specialize in pensions, investments, mortgages, life, health, and critical illness insurances, serving both individuals and businesses throughout the UK.
Our team of experienced financial advisors provides high-quality advice and guidance to our clients, helping them achieve their financial goals.
"}
