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Financial Planning Specialist

2 months ago

Epsom, Surrey, United Kingdom Financial Divisions Full time

Job Title: Financial Planning Specialist

Job Type: Full-time

Location: Remote (with occasional office visits)

Job Description:

Company Overview:

Financial Divisions is a leading provider of financial planning services to high net worth individuals. We are seeking an experienced Financial Planning Specialist to join our team and manage a portfolio of existing clients.

Key Responsibilities:

  • Manage a portfolio of high net worth clients, providing financial planning advice and guidance
  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals
  • Collaborate with internal teams, including paraplanners and administrators, to ensure seamless delivery of services
  • Stay up-to-date with industry developments and best practices, applying this knowledge to improve client outcomes
  • Contribute to the growth and development of the company, identifying opportunities for new business and partnerships

Requirements:

  • Minimum 3 years of experience in financial planning, preferably in an independent wealth planning firm
  • Strong knowledge of financial planning principles, including pensions, investments, tax planning, and cashflow modeling
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Ability to work independently and as part of a team, with a strong focus on delivering high-quality results
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data

What We Offer:

  • Competitive salary range: £70k - £90k (negotiable) + bonuses
  • Attractive benefits package, including holiday allowance and professional development opportunities
  • Opportunity to work with a leading provider of financial planning services, with a strong reputation for excellence
  • Collaborative and dynamic work environment, with a focus on delivering exceptional client outcomes