Senior Financial Consultant
4 weeks ago
Financial Planner Role
Everpool is seeking an experienced Financial Planner to join their successful and growing business on a remote basis. As a CII Chartered Firm located in the Midlands, they have been helping clients meet their life goals since 2001.
About the Role
The ideal candidate will have a proven track record in financial planning, with a strong understanding of the industry and its trends. They will be responsible for providing expert advice to clients, helping them to achieve their financial objectives.
Key Responsibilities
- Develop and implement financial plans for clients, taking into account their individual needs and goals.
- Provide ongoing support and guidance to clients, ensuring they are on track to meet their financial objectives.
- Stay up-to-date with industry developments and trends, ensuring the firm remains at the forefront of financial planning.
Requirements
To be successful in this role, you will need:
- A strong background in financial planning, with a CII Chartered status.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
- A proven track record of delivering high-quality financial plans and advice.
What We Offer
Everpool offers a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced Financial Planner looking for a new challenge, we would love to hear from you.
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