Financial Planning Specialist

2 days ago

Eastbourne, East Sussex, United Kingdom Financial Divisions Full time

Job Title: Financial Planning Specialist

Job Type: Full-time

Industry: Financial Services

Company: Financial Divisions

About the Role:

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

Key Responsibilities:

  • Provide financial planning and 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 solutions

Requirements:

  • Proven experience in financial planning and advice, preferably in a private client wealth management role
  • Strong knowledge of financial products and services, including investments, pensions, and tax planning
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
  • Ability to work independently and as part of a team, with a strong attention to detail and organizational skills
  • Professional qualifications, such as CFP or Chartered Financial Planner, are highly desirable

What We Offer:

As a Financial Planning Specialist at Financial Divisions, you will have the opportunity to work with a dynamic and growing company, providing high-quality financial services to our clients. We offer a competitive salary and benefits package, as well as opportunities for professional development and career advancement.

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