Financial Planning Expert for Schroders
4 weeks ago
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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