Asset Management Specialist

6 days ago


Tiverton, Devon, United Kingdom Westward Financial Management Ltd Full time

We are seeking a highly skilled and experienced Financial Planner to join our team at Westward Financial Management Ltd.

The ideal candidate will be a self-motivated and customer-focused individual who can provide expert financial advice and guidance to our clients.

Key Responsibilities:

  • Manage a portfolio of existing clients, providing ongoing financial planning and advice.
  • Develop and implement tailored financial plans to meet the needs of our clients.
  • Stay up-to-date with the latest financial products and services, and provide recommendations to clients accordingly.
  • Build and maintain strong relationships with clients, providing exceptional customer service and support.
  • Collaborate with other members of the team to achieve business objectives and goals.

Requirements:

  • Proven experience in financial planning and management.
  • Strong knowledge of financial products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Highly organized and able to prioritize tasks effectively.

What We Offer:

  • Competitive salary and benefits package.
  • Opportunities for professional development and growth.
  • Collaborative and dynamic work environment.
  • Recognition and rewards for outstanding performance.

Job Type: Full-time, Permanent

Additional Pay:

  • Performance bonus
  • Company pension
  • Free parking
  • On-site parking
  • Private medical insurance
  • Work from home


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