Financial Planning Specialist
2 months ago
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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