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Financial Planning Expert

2 months ago

Eastbourne, East Sussex, United Kingdom Financial Divisions Full time

Job Title: Financial Planning Expert

Job Type: Full-time

Industry: Financial Services

Company: Financial Divisions

Location: Remote (with occasional office visits)

About the Role:

We are seeking a highly skilled Financial Planning Expert to join our team at Financial Divisions. As a Financial Planning Expert, you will be responsible for providing holistic financial advice to clients, helping them achieve their financial goals and objectives.

Key Responsibilities:

  • Provide financial planning advice to clients, including investment, tax, and retirement planning
  • Build and maintain relationships with clients, understanding their financial needs and goals
  • Develop and implement financial plans, including investment strategies and risk management
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance with relevant laws and regulations
  • Collaborate with other professionals, such as accountants and lawyers, to provide comprehensive financial advice

Requirements:

  • Proven experience in financial planning, with a strong understanding of financial products and services
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
  • Strong analytical and problem-solving skills, with the ability to develop and implement effective financial plans
  • Ability to work independently, with minimal supervision, and as part of a team
  • Strong knowledge of financial regulations and compliance requirements

What We Offer:

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced Financial Planning Expert looking for a new challenge, we encourage you to apply.