Financial Planning Specialist

4 days ago

Surrey, United Kingdom Financial Divisions Full time
About the Role

Financial Divisions is seeking a highly skilled and experienced Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing holistic financial advice to clients, helping them achieve their financial goals and objectives.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and circumstances.
  • Provide ongoing financial advice and guidance to clients, helping them navigate complex financial decisions.
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Stay up-to-date with industry developments and regulatory changes, ensuring that clients receive the best possible advice.

Requirements:

  • Proven experience in financial planning and wealth management.
  • Strong knowledge of financial products and services, including pensions, investments, tax planning, and mortgages.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Ability to work independently and as part of a team, with a strong focus on delivering exceptional client service.

What We Offer:

  • A competitive salary and benefits package.
  • The opportunity to work with a dynamic and forward-thinking company.
  • A chance to make a real difference in the lives of our clients.

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