Financial Planning Specialist

7 days ago


Manchester, United Kingdom BETTERNEIGHBOUR LTD Full time
Financial Planning Administrator

At BETTERNEIGHBOUR LTD, we are seeking a highly skilled Financial Planning Administrator to join our team. As a key member of our financial services team, you will be responsible for providing expert financial advice and guidance to our clients.

Key Responsibilities:
  • Assess clients' financial situations by gathering information about their income, assets, debts, and expenses.
  • Develop personalized financial plans that include investment strategies, retirement planning, tax planning, and estate planning.
  • Recommend suitable investment products and services to clients based on their risk tolerance, time horizon, and financial objectives.
  • Monitor clients' investment portfolios and make adjustments as needed to ensure they remain aligned with their goals.
  • Stay up-to-date with market trends, economic conditions, and regulatory changes that may impact clients' financial plans.
  • Provide ongoing support and guidance to clients to help them navigate financial challenges and achieve their goals.
Requirements:
  • Strong knowledge of financial products, investment strategies, and financial planning principles.
  • Excellent communication skills to effectively explain complex financial concepts to clients.
  • Analytical skills to assess clients' financial situations and develop appropriate strategies.
  • Attention to detail to ensure accuracy in financial calculations and documentation.
  • Ethical conduct and adherence to regulatory requirements in the financial industry.
What We Offer:
  • Bonus scheme
  • Commission pay
  • Performance bonus
  • Yearly bonus
  • Company car
  • Free or subsidised travel
  • Language training provided
  • Referral programme
  • Store discount

We are committed to providing a supportive and collaborative work environment that allows our employees to grow and develop their skills. If you are passionate about helping individuals achieve their financial goals and have the necessary skills and knowledge in the field of finance, we invite you to apply for this exciting opportunity.



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