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Financial Planning Specialist

1 month ago

Watford, Hertfordshire, United Kingdom Brook Street UK Full time

Job Title: Financial Planning Specialist

Job Summary:

We are seeking a highly organized and skilled Financial Planning Specialist to join our team at Brook Street UK. As a Financial Planning Specialist, you will be responsible for contacting clients, setting up meetings, and providing them with expert financial advice.

Key Responsibilities:

  • Contacting clients and setting up meetings
  • Providing clients with expert financial advice
  • Designing financial strategies
  • Liaising with head office and financial services providers
  • Assisting with client administration, tax calculations, and cash flow planning

Requirements:

  • Level 4 qualification CFA/CFP
  • Strong communication and IT skills
  • Ability to work independently and prioritize workload
  • Good management skills

What We Offer:

  • Competitive salary of £50k-£55k
  • Annual bonus
  • Life assurance
  • Healthcare
  • Progression and development opportunities
  • Further education support
  • Flexible working hours

About Us:

Brook Street UK is a proud supporter of the Armed Forces Covenant and is committed to providing equal opportunities to all candidates. We are a Disability Confident Leader and holder of the Gold Award status from the Defence Employer Recognition Scheme.