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Financial Planning Specialist

2 months ago

Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full time

Job Opportunity: Financial Planning Specialist

About the Role:

We are seeking a highly motivated and experienced Financial Planning Specialist to join our team at Premier Jobs UK Limited. As a Financial Planning Specialist, you will be responsible for providing expert advice to clients on their financial planning needs.

Key Responsibilities:

  • Provide financial planning advice to clients, including investment, retirement, and estate planning
  • Conduct thorough financial assessments to identify clients' financial goals and objectives
  • Develop and implement personalized financial plans to meet clients' needs
  • Stay up-to-date with industry developments and regulatory changes to ensure compliance
  • Collaborate with other professionals, such as accountants and lawyers, to provide comprehensive financial solutions

Requirements:

  • Full Level 4 Diploma in Financial Planning or equivalent
  • Proven experience in financial planning or a related field
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills

What We Offer:

  • Competitive salary and bonus structure
  • Opportunities for professional development and growth
  • Collaborative and supportive work environment
  • Flexible working arrangements, including remote work options

About Us:

Premier Jobs UK Limited is a leading provider of financial planning services. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.