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Financial Planning Professional

2 months ago

Stanmore, Greater London, United Kingdom Blakemore Recruitment Full time

**About the Role**

Blakemore Recruitment is proud to partner with a leading financial planning firm in the industry, seeking a highly motivated and qualified individual to join their team as a Financial Adviser/Trainee Adviser.

The firm provides a comprehensive range of financial planning services, including financial health checks, investment advice, pension planning, tax planning, and employee benefits.

**Key Responsibilities**

  • Build and maintain strong client relationships based on trust and responsibility
  • Develop a deep understanding of clients' needs and goals
  • Provide expert financial planning advice and guidance
  • Conduct thorough financial health checks and create personalized plans
  • Stay up-to-date with industry developments and best practices
  • Collaborate with colleagues to achieve business objectives

**Requirements**

  • Level 4 diploma in financial services or related field
  • Excellent interpersonal and communication skills
  • Strong analytical and problem-solving skills
  • Ability to work under pressure and meet deadlines
  • Commitment to ongoing learning and professional development

**What We Offer**

A dynamic and supportive work environment, opportunities for career growth and development, and a competitive salary package.