Financial Planning Specialist
3 days ago
Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Planning Specialist to join their team in Leicester. As a Financial Planning Specialist, you will be responsible for delivering top-quality holistic financial planning advice to a portfolio of retail clients.
Key Responsibilities:
- Provide technical and investment advice on all aspects of clients' requirements and wealth management planning.
- Create, build, and maintain long-term client relationships through quality of service and advice.
- Conduct research and data analysis for both the client and special projects.
- Keep up to date with all relevant regulations, legislation, policies, and procedures relevant to the role.
- Adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA).
Requirements:
- Hold a Level 4 Diploma in Financial Planning.
- Have a minimum of 2 years' experience in a Financial Adviser capacity.
- Have a strong understanding of the full range of pensions and wealth management planning solutions.
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Financial Planning Specialist
7 days ago
Leicester, Leicester, United Kingdom Robert Walters Full timeJob Summary:We are seeking a highly skilled Financial Planning Specialist to join our team at Robert Walters Group - Public Sector Division. As a key member of our Finance Business Partner Team, you will play a critical role in developing and improving the provision of financial advice, analysis, and information to support effective strategic decision-making...
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Financial Planning Specialist
4 days ago
Leicester, Leicester, United Kingdom Robert Walters Full timeJob Title: Financial Planning SpecialistCompany: Robert Walters GroupJob Type: PermanentLocation: FlexibleSalary: £46,000 to £50,000 per annum (pending pay review) - exceptional pensionJob Description:Role Overview:The Financial Planning Specialist will be responsible for developing and improving the provision of financial advice, analysis, and information...
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Financial Planning Specialist
4 days ago
Leicester, Leicester, United Kingdom Robert Walters Full timeJob Title: Financial Planning SpecialistCompany: Robert Walters GroupJob Type: PermanentLocation: FlexibleSalary: £46,000 to £50,000 per annum (pending pay review) - exceptional pensionJob Description:Role Overview:The Financial Planning Specialist will be responsible for developing and improving the provision of financial advice, analysis, and information...
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Financial Planning Specialist
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Financial Planning Specialist
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Financial Planning Specialist
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Financial Planning Coordinator
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Financial Planning Coordinator
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Financial Planning Coordinator
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Financial Management Specialist
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