Financial Planning Specialist
1 month ago
We are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Adviser. As a key member of our team, you will be responsible for providing exceptional client service and delivering high-quality financial advice to our clients.
Key Responsibilities:- Conduct in-depth reviews of clients' financial circumstances and future aims, identifying opportunities to optimize their financial portfolios.
- Develop and implement tailored financial strategies to help clients achieve their goals, including investment and savings, pensions and retirement, and estate planning.
- Stay up-to-date with market trends and regulatory changes, ensuring our clients receive the best possible advice.
- Collaborate with other professionals, such as accountants and solicitors, to provide comprehensive financial solutions.
- Continuously develop your skills and knowledge, staying ahead of the curve in the financial services industry.
- Level 4 financial advice qualifications or equivalent, with a strong desire to complete the remainder within two years.
- Experience in paraplanning or a similar role, with a proven track record of delivering high-quality results.
- Full UK driving licence and own car, essential for client visits.
- Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike.
- Accuracy and attention to detail, with a keen eye for detail and a commitment to delivering high-quality work.
- A dynamic and supportive work environment, with opportunities for growth and development.
- A competitive salary and benefits package, reflecting your skills and experience.
- The chance to work with a well-established and respected financial services company, with a strong reputation for delivering exceptional results.
- Ongoing training and development opportunities, to help you stay ahead of the curve in the financial services industry.
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Financial Planning Professional
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Financial Planning Professional
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Waltham Cross, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Professional to join our team at Blakemore Recruitment. The ideal candidate will have a strong understanding of financial planning principles and be able to provide expert advice to clients.Key Responsibilities:Conduct in-depth reviews of clients' financial circumstances and future aims.Devising and...
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Financial Planning Professional
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