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Financial Planning Specialist

2 months ago

Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Financial Services Full time
Unlock Your Potential with Exchange Street Financial Services

As a Financial Planning Specialist, you will play a vital role in helping our clients achieve their financial goals. Your expertise in areas such as Inheritance Tax planning and Employee Incentive Schemes will be invaluable in creating tailored solutions for our clients.

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package
  • The chance to work with a talented team of financial professionals

Requirements:

  • Level 4 qualification in financial planning
  • Experience in areas such as IHT planning and EIS/VCT
  • Ability to work independently and as part of a team
  • Excellent communication and interpersonal skills

Location: Welwyn Garden City

About Us: Exchange Street Financial Services is a leading provider of financial planning and wealth management services. We are committed to delivering exceptional results for our clients and providing a supportive and inclusive work environment for our team members.