Personalised Financial Planner

7 days ago


StokeonTrent, Stoke-on-Trent, United Kingdom Uniting People Full time

As a Personalised Financial Planner at Uniting People, you will be responsible for working closely with clients to understand their financial goals and objectives. You will then use this information to create tailored financial plans that meet their needs and aspirations. Your responsibilities will include researching and analyzing data, creating reports, and communicating with clients. We are looking for a highly organized, detail-oriented individual who is able to work effectively in a fast-paced environment. Our ideal candidate will have excellent communication and interpersonal skills and be able to build strong relationships with clients and colleagues. The estimated salary for this position is around £35,000 - £45,000 per annum, depending on experience.



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