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Financial Planner Vacancies

2 months ago

Guildford, Surrey, United Kingdom Financial Divisions Full time

Job Description:

Financial Planner Vacancies

We are seeking experienced Financial Planners to join our team at Financial Divisions. As a Financial Planner, you will work with clients from various backgrounds, including sports clubs across Surrey and Sussex, to provide holistic financial advice and guidance.

Key Responsibilities:

  • Provide whole-of-market advice on pensions, investments, tax planning, retirement planning, inheritance tax, mortgages, and protection products.
  • Manage the affairs of clients with assets ranging from £100k to £1m to invest.
  • Build and maintain relationships with clients, including those in the sports industry, to generate new business opportunities.
  • Work collaboratively with the Managing Director and other team members to achieve business goals.

Requirements:

  • Proven experience in financial planning, with a strong track record of providing holistic advice to clients.
  • Ability to work independently and as part of a team, with excellent communication and interpersonal skills.
  • Strong business development skills, with a focus on building relationships with clients and generating new business opportunities.
  • Knowledge of financial planning software and systems, with the ability to learn new technologies quickly.

What We Offer:

  • A competitive salary and benefits package.
  • The opportunity to work with a dynamic and growing financial services firm.
  • A collaborative and supportive work environment.
  • Professional development opportunities, including training and mentorship.

How to Apply:

If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application, including your CV and a cover letter, to us.