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Policy or Development Management Planner

2 months ago

Grimsby, North East Lincolnshire, United Kingdom CV Library Full time
About the Role

We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at CV Library. As a key member of our organization, you will play a vital role in providing expert financial planning solutions to our clients.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients, providing personalized financial planning advice and guidance.
  • Financial Planning Solutions: Design and implement comprehensive financial plans tailored to meet the unique needs of each client.
  • Continuing Professional Development: Stay up-to-date with industry developments and maintain professional certifications to ensure the highest level of expertise.
  • Team Collaboration: Work closely with colleagues to share knowledge, best practices, and ideas to drive business growth and excellence.
Requirements
  • Qualifications: Minimum of level 4 in Regulated Financial Planning.
  • Experience: Proven track record of managing private client relationships and providing financial advice.
  • Knowledge: In-depth understanding of a range of financial products and asset classes.
  • Skills: Excellent communication and interpersonal skills, with the ability to work with clients across all wealth bands.
What We Offer
  • Competitive Salary: A market-competitive salary package that reflects your skills and experience.
  • Benefits: A comprehensive benefits package, including 26 days annual leave, cycle to work scheme, life assurance, private healthcare, and enhanced maternity and paternity pay.
  • Professional Development: Opportunities for ongoing professional development and training to enhance your skills and expertise.