Financial Planning Specialist

15 hours ago

Surrey, United Kingdom Financial Divisions Full time

Financial Divisions is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will work closely with clients from sports clubs across Surrey, providing holistic financial advice and guidance. Our client is an Independent Financial Advice firm based in Sussex, offering whole of market advice on pensions, investments, tax planning, retirement planning, IHT, mortgages, and some protections, wills, trusts, and powers of attorney. The Managing Director has built strong relationships with sports clubs across the South East, generating new business and receiving warm leads, recommendations, and referrals. As a Financial Planning Specialist, you will be responsible for building relationships with these sports clubs and generating new business. You will need to live within the Surrey and Sussex areas and be able to work from the office as needed. If you have experience in private client wealth management, providing financial advice and guidance, we would like to hear from you. Key responsibilities include:

* Providing financial advice and guidance to clients from sports clubs across Surrey
* Building relationships with sports clubs and generating new business
* Working closely with the Managing Director to develop and implement financial planning strategies
* Providing whole of market advice on pensions, investments, tax planning, retirement planning, IHT, mortgages, and some protections, wills, trusts, and powers of attorney

Requirements:

* Experience in private client wealth management
* Strong relationships-building skills
* Ability to work independently and as part of a team
* Strong communication and interpersonal skills

If you are a motivated and experienced Financial Planning Specialist looking for a new challenge, please get in touch.

  • Financial Planning Specialist

    3 days ago

    Surrey, United Kingdom Financial Divisions Full time

    Financial Divisions is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will work closely with clients from sports clubs across Surrey, providing holistic financial advice and guidance. Our client is an Independent Financial Advice firm based in Sussex, offering whole of market advice on pensions,...

  • Financial Planning Specialist

    3 days ago

    Surrey, United Kingdom Financial Divisions Full time

    Financial Divisions is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will work closely with clients from sports clubs across Surrey, providing holistic financial advice and guidance. Our client is an Independent Financial Advice firm based in Sussex, offering whole of market advice on pensions,...

  • Financial Planning Specialist

    2 weeks ago

    Surrey, United Kingdom Financial Divisions Full time

    Job Title: Financial Planning SpecialistAbout the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Financial Divisions. As a Financial Planning Specialist, you will be responsible for providing holistic financial advice to clients, helping them achieve their financial goals and objectives.Key...

  • Financial Planning Specialist

    2 weeks ago

    Surrey, United Kingdom Financial Divisions Full time

    Job Title: Financial Planning SpecialistAbout the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Financial Divisions. As a Financial Planning Specialist, you will be responsible for providing holistic financial advice to clients, helping them achieve their financial goals and objectives.Key...

  • Financial Planning Specialist

    17 hours ago

    Surrey, United Kingdom Financial Divisions Full time

    Financial Planning OpportunityWe are seeking a skilled Financial Planning Specialist to join our team at Financial Divisions. As a Financial Planning Specialist, you will work closely with our clients to provide holistic financial advice and guidance.About the Role:Provide financial planning and advice to clients across Surrey and SussexBuild relationships...

  • Financial Planning Specialist

    15 hours ago

    Surrey, United Kingdom Financial Divisions Full time

    Financial Planning OpportunityWe are seeking a skilled Financial Planning Specialist to join our team at Financial Divisions. As a Financial Planning Specialist, you will work closely with our clients to provide holistic financial advice and guidance.About the Role:Provide financial planning and advice to clients across Surrey and SussexBuild relationships...

  • Financial Planning Specialist

    2 weeks ago

    Surrey, United Kingdom Financial Divisions Full time

    **Job Title:** Financial Planning Specialist**Job Type:** Full-time**Industry:** Financial Services**Company:** Financial Divisions**Location:** Surrey and Sussex areas**Job Description:**We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Financial Divisions. As a Financial Planning Specialist, you will be...

  • Financial Planning Specialist

    2 weeks ago

    Surrey, United Kingdom Financial Divisions Full time

    **Job Title:** Financial Planning Specialist**Job Type:** Full-time**Industry:** Financial Services**Company:** Financial Divisions**Location:** Surrey and Sussex areas**Job Description:**We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Financial Divisions. As a Financial Planning Specialist, you will be...

  • Financial Planning Specialist

    2 weeks ago

    Surrey, United Kingdom Financial Divisions Full time

    Job Title: Financial Planning SpecialistAbout the Role:We are seeking a highly skilled Financial Planning Specialist to join our team at Financial Divisions. As a Financial Planning Specialist, you will be responsible for providing holistic financial advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Provide...

  • Financial Planning Specialist

    1 week ago

    Surrey, United Kingdom Financial Divisions Full time

    About the Role:Financial Divisions is seeking a highly skilled and experienced Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing holistic financial advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Provide comprehensive financial planning...

  • Financial Planning Specialist

    1 week ago

    Surrey, United Kingdom Financial Divisions Full time

    About the Role:Financial Divisions is seeking a highly skilled and experienced Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing holistic financial advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Provide comprehensive financial planning...

  • Financial Planning Specialist

    3 days ago

    Surrey, United Kingdom Financial Divisions Full time

    Financial Divisions is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will work closely with our clients to provide holistic financial advice and guidance. Our ideal candidate will have experience in private client wealth management and a strong understanding of financial planning principles. The...

  • Financial Planning Specialist

    3 days ago

    Surrey, United Kingdom Financial Divisions Full time

    Financial Divisions is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will work closely with our clients to provide holistic financial advice and guidance. Our ideal candidate will have experience in private client wealth management and a strong understanding of financial planning principles. The...

  • Financial Planning Specialist

    2 weeks ago

    Surrey, United Kingdom Financial Divisions Full time

    Job Title: Financial Planning SpecialistCompany: Financial DivisionsJob Type: Full-time/Part-timeLocation: Surrey and Sussex areasAbout the Role:We are seeking a skilled Financial Planning Specialist to join our team at Financial Divisions. As a Financial Planning Specialist, you will work closely with our clients to provide holistic financial advice and...

  • Financial Planning Specialist

    2 weeks ago

    Surrey, United Kingdom Financial Divisions Full time

    Job Title: Financial Planning SpecialistCompany: Financial DivisionsJob Type: Full-time/Part-timeLocation: Surrey and Sussex areasAbout the Role:We are seeking a skilled Financial Planning Specialist to join our team at Financial Divisions. As a Financial Planning Specialist, you will work closely with our clients to provide holistic financial advice and...

  • Financial Planning Specialist

    5 days ago

    Surrey, United Kingdom Financial Divisions Full time

    Financial Planning OpportunityWe are seeking a skilled Financial Planning Specialist to join our team at Financial Divisions. As a Financial Planning Specialist, you will work closely with our clients to provide holistic financial advice and guidance.About the Role:Provide financial planning and advice to clients from sports clubs across SurreyWork with...

  • Financial Planning Specialist

    4 days ago

    Surrey, United Kingdom Financial Divisions Full time

    Financial Planning OpportunityWe are seeking a skilled Financial Planning Specialist to join our team at Financial Divisions. As a Financial Planning Specialist, you will work closely with our clients to provide holistic financial advice and guidance.About the Role:Provide financial planning and advice to clients from sports clubs across SurreyWork with...

  • Financial Planning Specialist

    1 week ago

    Surrey, United Kingdom Financial Divisions Full time

    About the RoleFinancial Divisions is seeking a highly skilled and experienced Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing holistic financial advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and implement comprehensive...

  • Financial Planning Specialist

    1 week ago

    Surrey, United Kingdom Financial Divisions Full time

    About the RoleFinancial Divisions is seeking a highly skilled and experienced Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing holistic financial advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and implement comprehensive...

  • Financial Planning Specialist

    13 hours ago

    Surrey, United Kingdom Financial Divisions Full time

    Financial Divisions is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will work closely with our clients to provide holistic financial advice and guidance. Our ideal candidate will have experience in private client wealth management and a strong understanding of financial planning principles. The...