Financial Planning Specialist
3 weeks ago
Financial Planning Services
Our Client provides expert advice on a wide range of areas, including Investment Management, Retirement Planning, and Inheritance Tax Planning.
As a key member of our Client's team, you will be responsible for delivering high-quality financial planning services to clients, working closely with our experienced financial advisers to ensure the best possible outcomes.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients
- Provide expert advice on investment management and retirement planning
- Work closely with clients to understand their financial goals and objectives
About Our Client
Our Client is a small and established firm of Independent Financial Advisers based in Manchester. They have a strong reputation for providing high-quality financial advice and have been awarded Chartered status, which has been renewed every year since 2007.
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