Senior Financial Planning Specialist

6 days ago


Henley on Thames, Oxfordshire, United Kingdom Reed Full time

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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