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Financial Planning Specialist

2 months ago

ChesterleStreet, Durham, United Kingdom Resource Matters Ltd Full time

Financial Planning Role Overview

Resource Matters Ltd is seeking a skilled Financial Planner to join their Wealth Division. This is an exciting opportunity to develop your career in a dynamic and growing team.

Key Responsibilities:

* Provide comprehensive financial planning advice to business owners and private clients
* Run pensions clinics and promote financial education
* Work closely with clients to understand their financial goals and objectives
* Develop and implement tailored financial plans to meet client needs

Requirements:

* Level 4 qualified in Financial Planning or a related field
* Excellent communication and interpersonal skills
* Strong knowledge of investments, tax planning, and defined contribution pensions
* Ability to work in a team environment and provide high-quality advice and service to clients

What We Offer:

* Full client support and administrative assistance
* Opportunities for career development and growth
* A dynamic and supportive team environment

If you are a motivated and experienced Financial Planner looking for a new challenge, please apply today.