Financial Planning Specialist

2 months ago


Norwich, Norfolk, United Kingdom Lovewell Blake Full time
Job Opportunity at Lovewell Blake

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

Key Responsibilities:

  • Develop and implement financial plans for clients, taking into account their individual goals, risk tolerance, and financial situation.
  • Provide ongoing financial planning and investment advice to clients, including regular reviews and updates.
  • Collaborate with other professionals, such as accountants and attorneys, to ensure comprehensive financial planning.
  • Stay up-to-date with industry developments and best practices in financial planning.
  • Contribute to the growth and development of our financial planning services.

Requirements:

  • Level 4 qualified individual with a strong background in financial planning and services.
  • Commercial awareness of our industry and business development opportunities.
  • Financial management and results-oriented.
  • Technical knowledge and problem-solving ability.
  • Able to work in a team environment and communicate effectively with clients and colleagues.
  • Personal organization and commitment to delivering high-quality results.

Benefits:

  • Annual paid volunteering day.
  • Buy/sell holiday.
  • Employee assistance program.
  • Free parking.
  • Full study package.
  • Paid professional subscriptions.
  • Dress for diary.


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