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Financial Strategist

2 months ago

London, Greater London, United Kingdom Search Full time

Join Search as a Financial Strategist

About the Role

We are seeking a highly skilled Financial Strategist to join our team in London. As a Financial Strategist, you will be responsible for managing a portfolio of existing clients, identifying planning opportunities, and providing financial planning advice.

Key Responsibilities

  • Comply with our Training and Competence Scheme to ensure you have the necessary skills and knowledge to excel in your role.
  • Develop and maintain strong relationships with clients, providing them with tailored financial planning advice and solutions.
  • Contribute to the growth plans for our office, working closely with the team to achieve our goals.
  • Stay up-to-date with the latest developments in personal tax and financial planning, ensuring you have the expertise to provide the best possible advice to our clients.
  • Deal with ad-hoc client advisory and planning issues as they arise, providing timely and effective solutions.

Requirements

  • Diploma qualified as a minimum, with a strong preference for Certified Financial Planner and Chartered Financial Planner qualifications.
  • Substantial experience in financial planning, with a proven track record of success.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Adaptable, organized, and commercially aware, with the ability to exercise judgment and work independently.
  • Proactive and results-driven, with a strong focus on delivering exceptional client service.

Search is an equal opportunities recruiter

We welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation, or age.