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Financial Planner

2 months ago

Hemel Hempstead, Hertfordshire, United Kingdom Financial Divisions Full time

Unique Opportunity for a Financial Planner

Join our team at Financial Divisions

Financial Planner Role

Job Description

Financial Planner Job Summary

We are seeking a skilled Financial Planner to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing a portion of our existing book of business, providing financial advice to clients, and developing strategies to grow our client base.

Key Responsibilities

  • Manage a portfolio of existing clients, providing financial advice and guidance to help them achieve their financial goals.
  • Develop and implement financial plans for new and existing clients, taking into account their individual needs and circumstances.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
  • Collaborate with other members of the Financial Divisions team to share knowledge and best practices, and to develop new business opportunities.
  • Stay up-to-date with industry developments and changes in financial regulations, ensuring our clients receive the best possible advice.

Requirements

  • 5 years of experience in financial planning or a related field.
  • Strong knowledge of financial products and services, including investments, tax planning, and retirement planning.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work independently and as part of a team, with a strong focus on customer service.
  • Strong analytical and problem-solving skills, with the ability to develop and implement effective financial plans.

What We Offer

  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health insurance and retirement savings plan.
  • Opportunities for professional development and growth, including training and mentorship programs.
  • A dynamic and supportive work environment, with a team of experienced professionals.

How to Apply

If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application, including your resume and a cover letter outlining your experience and qualifications.