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Financial Planning Specialist

2 months ago

Chester, Cheshire, United Kingdom Schroders Recruitment Full time

About the Role

We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Schroders Recruitment. As a Chartered Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their long-term financial goals.

Key Responsibilities

  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and circumstances.
  • Provide ongoing advice and guidance to clients, helping them to make informed decisions about their financial affairs.
  • Stay up-to-date with changes in financial regulations and legislation, ensuring that clients are aware of any implications for their financial plans.
  • Work closely with other members of the team to ensure that clients receive a seamless and high-quality service.
  • Continuously develop and improve your knowledge and skills, staying at the forefront of industry developments and best practices.

Requirements

  • Chartered Financial Planner status or equivalent qualification.
  • Minimum 3 years' experience in a financial planning role, preferably in a similar industry.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide clear recommendations.
  • Ability to work independently and as part of a team, with a flexible and adaptable approach to work.

What We Offer

  • A competitive salary and benefits package.
  • Ongoing training and development opportunities, to help you stay up-to-date with industry developments and best practices.
  • A dynamic and supportive work environment, with a strong focus on teamwork and collaboration.
  • The opportunity to work with a leading financial services company, with a reputation for excellence and integrity.