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Financial Planning Specialist

2 months ago

Leicester, Leicester, United Kingdom St. James's Place Full time

St. James's Place Opportunity

**About the Role**

We are seeking a skilled financial professional to join our team as a Financial Planning Specialist. As a key member of our team, you will be responsible for developing and maintaining strong relationships with our clients, providing expert financial advice and guidance to help them achieve their goals.

**Key Responsibilities**

* Provide high-quality financial planning and advice to clients, ensuring their needs are met and their objectives are achieved
* Develop and maintain strong relationships with clients, both in person and remotely
* Work closely with our team to understand our investment proposition and provide expert advice to clients
* Utilize your knowledge and expertise to identify opportunities for clients to achieve their financial goals

**What We Offer**

* A supportive and collaborative work environment
* Opportunities for professional growth and development
* A competitive salary and benefits package

**Requirements**

* Level 4 Diploma in Regulated Financial Planning or equivalent diploma
* Strong communication and interpersonal skills
* Ability to work independently and as part of a team

**About Us**

St. James's Place is a leading financial services company dedicated to providing expert financial advice and guidance to our clients. We are committed to supporting our employees in their careers and providing a collaborative and supportive work environment.