Financial Planning Specialist

1 week ago


Norwich, Norfolk, United Kingdom Recruit UK Full time
About the Role

Recruit UK is working with a reputable Financial Planning firm in the UK to find a skilled Financial Adviser to join their team.

Job Summary

We are seeking a highly motivated and experienced Financial Adviser to take on a challenging role within our client's Financial Planning firm. As a Financial Adviser, you will be responsible for providing expert financial advice to clients, managing client relationships, and developing new business opportunities.

Key Responsibilities
  • Provide expert financial advice to clients on investment management, tax planning, retirement planning, and other financial matters.
  • Manage and build client relationships to increase revenue and grow the client base.
  • Develop and implement financial plans to meet clients' needs and goals.
  • Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practices.
  • Collaborate with the management team to improve business strategies and processes.
Requirements
  • 2 years of experience working as a Financial Adviser.
  • Diploma Level 4 in a relevant field.
  • Competent Adviser Status.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
About Our Client

Our client is a reputable Financial Planning firm with a strong reputation in the industry. They offer a supportive and collaborative work environment, competitive salary, and opportunities for professional growth and development.

What We Offer
  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Supportive and collaborative work environment.
  • Flexible working arrangements.


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