Investment Advisory Professional
3 weeks ago
Job Summary:
We are seeking a highly skilled and experienced Financial Planner to join our team at Heat Recruitment. As a Financial Planner, you will be responsible for providing exceptional service to our clients, creating tailored financial plans, and recommending appropriate financial products.
Key Responsibilities:
- Financial Planning and Advice:
- Create and present comprehensive financial plans that include savings, investments, insurance, tax strategies, and retirement planning.
- Recommend suitable financial products based on clients' needs and risk profile.
- Provide clear, comprehensive, and unbiased financial advice in compliance with regulatory requirements.
- Review and revise financial plans in response to life or economic changes.
- Client Management:
- Build and maintain strong relationships with clients, understanding their financial needs and goals.
- Communicate complex financial information in a clear and concise manner.
- Regulatory Compliance:
- Stay up-to-date with FCA regulations and compliance requirements.
- Ensure all financial advice and planning is in compliance with regulatory standards.
Requirements:
- Level 4 Diploma in Financial Planning or equivalent.
- Minimum of 3-5 years experience in financial planning, advisory, or a related role.
- In-depth knowledge of financial products, including pensions, investments, insurance, tax, and estate planning.
- Strong understanding of FCA regulations and compliance requirements.
- Proven track record of building and maintaining client relationships.
What We Offer:
An excellent base salary in line with experience, together with incentives to on-board new clients. You will benefit from a supportive and collaborative environment, and enjoy flexibility to work from home.
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