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Financial Planning Specialist
2 months ago
Meraki Talent Limited is seeking a highly skilled Chartered Financial Adviser to join their growing team at a leading wealth management firm in Newcastle. This is an excellent opportunity for an experienced professional who is passionate about providing tailored financial planning solutions and building long-term client relationships.
Key Responsibilities:- Deliver bespoke financial advice to a portfolio of high-net-worth clients, covering investments, pensions, tax planning, and estate planning.
- Develop and maintain strong relationships with clients, offering a holistic approach to financial planning.
- Conduct thorough fact-finding to understand client needs and objectives.
- Prepare and present detailed financial plans and recommendations.
- Stay up-to-date with market developments, regulatory changes, and best practices in financial advice.
- Maintain compliance with all industry regulations and company policies.
- Chartered Financial Planner status (CII or equivalent).
- Proven track record of managing a client portfolio and delivering high-quality advice.
- In-depth knowledge of pensions, investments, tax planning, and protection products.
- Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Ability to work independently and as part of a collaborative team.
- Demonstrable commitment to continuous professional development and maintaining industry knowledge.
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