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Financial Planning Specialist

2 months ago

Leicester, Leicester, United Kingdom St. James's Place Full time

St. James's Place Opportunity

**About the Role**

We are seeking a skilled financial professional to join our team as a Financial Planning Specialist. As a key member of our wealth management team, you will be responsible for developing and maintaining strong relationships with our clients, providing expert financial advice and guidance to help them achieve their goals.

**Key Responsibilities**

* Provide high-quality financial planning and advice to clients, ensuring their needs are met and their objectives are achieved
* Develop and maintain strong relationships with clients, both in person and remotely
* Work closely with our team to identify and pursue new business opportunities
* Stay up-to-date with industry developments and regulatory requirements, ensuring our clients receive the best possible service

**What We Offer**

* A supportive and collaborative work environment, with opportunities for professional growth and development
* A competitive salary and benefits package, including a bonus structure
* Ongoing training and support to help you succeed in your role

**Requirements**

* Level 4 Diploma in Regulated Financial Planning or equivalent diploma
* Proven experience in financial planning and wealth management
* Excellent communication and interpersonal skills
* Ability to work independently and as part of a team

**Why Join Us?**

At St. James's Place, we are committed to supporting our clients and our people to achieve their goals. We offer a highly collaborative and supportive work environment, with opportunities for professional growth and development. If you are a motivated and experienced financial professional looking for a new challenge, we would love to hear from you.