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Financial Planning Specialist
2 months ago
Job Summary: We are seeking an experienced Financial Planning Specialist to join our team at Resource Matters Ltd. As an Independent Financial Advisor, you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees.
About the Role: The successful candidate will enjoy superb paraplanning support, a full client portfolio to build relationships with, and on-going lead generation from our network of accountants.
Our Client: Our client is a well-established local IFA firm that distinguishes itself by putting clients first, providing unmatched service, and taking a personalized approach to financial planning.
Key Responsibilities:
- Provide high-quality financial planning advice to clients with substantial on-going advice fees.
- Build and maintain strong relationships with clients and their families.
- Work closely with our paraplanning team to ensure seamless support and administration.
- Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practices.
Requirements:
- Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning.
- Genuine desire to provide a high standard of advice and service to clients.
- Engaging and able to connect with a wide array of audiences.
- Detailed knowledge of Investments, tax planning, and Defined Contribution pensions.
What We Offer: Our client offers an attractive basic salary, comprehensive benefits package, and an unlimited bonus structure to support your long-term goals.
