Financial Planning Expert

1 month ago

Lichfield, Staffordshire, United Kingdom Eden Resourcing Full time
Financial Planning Role

We are seeking an experienced Financial Planner to join our team at Eden Resourcing. As a Financial Planning Expert, you will work closely with our Managing Director to develop business and provide expert advice to HNW clients.

Key Responsibilities:

  • Provide comprehensive financial planning services to clients, including lifestyle financial planning and wealth management.
  • Conduct thorough review meetings to understand clients' goals, objectives, and financial needs.
  • Develop and maintain strong relationships with clients, their families, and professional connections.
  • Analyse information, conduct research, and prepare financial planning reports.
  • Stay up-to-date with industry trends, regulations, and best practices to ensure high-quality service delivery.

What We Offer:

A competitive basic package, bonus, and benefits, as well as opportunities for professional development and career growth. Our firm is committed to providing a supportive and collaborative work environment, and we are looking for a like-minded individual to join our team.

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