Financial Planning Specialist
1 day ago
We are seeking a highly skilled Financial Planning Specialist to join our team at Financial Divisions. As a key member of our advisory team, you will be responsible for managing a portfolio of existing clients and providing expert financial guidance to help them achieve their goals.
About the Role
This is a unique opportunity to work with a boutique, established, and family-owned IFA firm that offers whole-of-market financial advice to local and international families and SME owners. Our client has a strong reputation for delivering exceptional service and has a long-standing relationship with many of their clients, with some stretching back over 30 years.
Key Responsibilities
- Manage a portfolio of existing clients, providing expert financial guidance and advice to help them achieve their goals.
- Develop and implement tailored financial plans to meet the needs of clients, taking into account their individual circumstances and objectives.
- Work closely with the Managing Director to identify new business opportunities and develop strategies to grow the client base.
- Collaborate with the administration and paraplanning team to ensure seamless delivery of services to clients.
Requirements
To be successful in this role, you will need:
5 years of experience in a similar advisory role, with a strong track record of delivering high-quality financial advice and guidance.Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop effective solutions.A deep understanding of financial markets and products, with the ability to stay up-to-date with industry developments and trends.What We Offer
We offer a competitive salary of £65,000 - £80,000, plus bonus, as well as an attractive benefits package and holiday allowance. If you are a motivated and experienced financial planning specialist looking for a new challenge, please get in touch to learn more about this exciting opportunity.
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