Financial Planning Specialist
1 week ago
Recruit UK is working with a reputable Financial Planning firm in the UK to find a skilled Financial Adviser to join their team.
Job SummaryWe 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.
- 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.
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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Financial Planning Specialist
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Financial Planning Specialist
3 days ago
Norwich, Norfolk, United Kingdom Lovewell Blake Full timeJob Opportunity at Lovewell BlakeWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Lovewell Blake. As a Financial Planning Specialist, you will be responsible for providing comprehensive financial planning services to our clients, including investment advice, retirement planning, and estate planning.Key...
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Financial Planning Specialist
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