Financial Planning Expert for Schroders

4 weeks ago


Horsham, West Sussex, United Kingdom Schroders Full time
About the Role

We are seeking a skilled Financial Planner to join our team at Schroders. As a Chartered Financial Planner, you will be responsible for analysing clients' financial needs and goals, developing lifetime planning strategies, and providing ongoing advice services.

Key Responsibilities:

  • Analyse clients' financial needs and goals
  • Develop lifetime planning strategies
  • Provide ongoing advice services
  • Stay up-to-date with regulatory and compliance requirements

Requirements

  • Chartered Financial Planner qualification
  • Minimum 3 years' experience in a Financial Advisory Practice
  • Strong technical knowledge of financial planning, including tax-efficient investment planning, pensions, and protection
  • Excellent communication and interpersonal skills

About Us

Schroders is a leading global asset management company. We are committed to providing high-quality financial advisory services to our clients. Our team is passionate about delivering exceptional results and building long-term relationships with our clients.

What We Offer

  • A competitive salary and benefits package
  • Ongoing training and professional development opportunities
  • A dynamic and supportive work environment

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 [insert contact information].



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