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Financial Planning Professional

2 months ago


Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

Job Opportunity at Service Service Employment Agency Limited

About the Role

We are seeking a highly skilled and experienced Financial Planning Professional to join our team at Service Service Employment Agency Limited. As a Financial Planning Professional, you will be responsible for providing comprehensive financial planning services to our clients, including investment advice, retirement planning, and estate planning.

Key Responsibilities

  • Provide financial planning services to clients, including investment advice, retirement planning, and estate planning
  • Develop and implement financial plans that meet the needs and goals of our clients
  • Conduct regular reviews and updates of client financial plans
  • Stay up-to-date with industry developments and best practices in financial planning
  • Collaborate with other professionals, such as accountants and attorneys, to provide comprehensive financial services to clients

Requirements

  • Level 4 qualified in financial planning or a related field
  • Strong knowledge of financial planning principles and practices
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills

What We Offer

  • A competitive salary and bonus structure
  • A comprehensive benefits package, including health insurance and retirement plan
  • Opportunities for professional development and continuing education
  • A dynamic and supportive work environment

How to Apply

If you are a motivated and experienced Financial Planning Professional looking for a new challenge, please submit your application, including your resume and a cover letter, to us.