Financial Planner
2 months ago
We are seeking a highly skilled and experienced Financial Planner to join our team at Service Service Employment Agency Limited. As a Financial Planner, you will play a crucial role in helping our clients achieve their financial goals and objectives.
Key Responsibilities- Client Relationships: Build and maintain strong relationships with clients, understanding their financial circumstances, goals, and objectives.
- Financial Planning: Conduct in-depth reviews of clients' financial situations, providing expert advice on investments, pensions, protection, and tax planning.
- Strategic Planning: Design and implement financial strategies to help clients achieve their goals, including retirement planning and wealth management.
- Research and Development: Stay up-to-date with market trends, financial products, and legislation, ensuring clients receive the best possible advice.
- Communication: Effectively communicate complex financial information to clients, ensuring they understand their financial situation and the advice provided.
- Experience: Proven experience as a Financial Planner, with a strong track record of delivering high-quality advice to clients.
- Qualifications: Relevant qualifications, such as a diploma or degree in financial planning or a related field.
- Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Technical Skills: Proficiency in financial planning software and systems, including Intelligent Office.
- Competitive Salary: A competitive salary, with the potential for bonuses and profit-related incentives.
- Benefits Package: A comprehensive benefits package, including life cover, pension contributions, and flexible working hours.
- Professional Development: Opportunities for professional development and training, ensuring you stay up-to-date with the latest financial planning techniques and legislation.
Job Type: Full-time, Permanent
Salary: £45,000.00 plus per year, depending on experience, qualifications, and serviceable client bank.
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