Senior Financial Planning Specialist
6 days ago
Job Summary:
Reed is seeking a highly skilled Financial Advisor to join our team in a Financial Services Firm. As a Financial Advisor, you will be responsible for providing comprehensive financial planning and advice to clients, with a focus on investments, pensions, and protection.
Key Responsibilities:
- Manage and attend client meetings to advise on investment and tax management strategies.
- Write up post-meeting file notes and collate relevant documentation for technical support.
- Update client information on systems for record keeping and report writing.
- Collate client financial information for needs analysis and risk assessment.
- Provide financial advice that is suitable and understandable to clients.
Requirements:
- Minimum 5 years' experience in the Financial Services Industry.
- Diploma and working towards Chartered status with the CII or equivalent governing bodies.
- In-date SPS from CII or equivalent governing bodies.
About the Company:
Reed is a leading recruitment agency with a strong presence in the UK. We are committed to providing exceptional service to our clients and candidates.
What We Offer:
- Opportunity to work with a reputable Financial Services Firm.
- Chance to develop your skills and expertise as a Financial Advisor.
- Competitive salary and benefits package.
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