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Financial Planning Specialist

4 weeks ago

Cambridge, Cambridgeshire, United Kingdom Progeny Full time
Financial Planning Specialist

We are seeking a highly skilled Financial Planning Specialist to join our team at Progeny. As a key member of our team, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their long-term financial goals.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and circumstances.
  • Provide ongoing support and guidance to clients, ensuring they remain on track to meet their financial objectives.
  • Collaborate with other members of the team to deliver exceptional client service and ensure seamless communication.
  • Stay up-to-date with industry developments and regulatory changes, ensuring our clients receive the best possible advice.
Requirements:
  • Diploma in Financial Planning or equivalent qualification.
  • Proven experience in financial planning, with a strong track record of delivering high-quality advice.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Knowledge of key areas of financial planning, including investment planning, retirement planning, and estate planning.

We offer a competitive salary and benefits package, as well as opportunities for professional development and career advancement. If you are a motivated and experienced financial planning professional looking for a new challenge, please submit your application.