Financial Planner

4 weeks ago


Horsham, West Sussex, United Kingdom ProTalent Limited Full time

ProTalent is seeking a skilled Financial Planner to join their team in West Sussex. The ideal candidate will have a strong background in financial planning and be able to provide expert advice to clients.

Key Responsibilities
  • Build and manage a client bank to a high standard.
  • Develop business opportunities through internal and external networks.
  • Establish strong relationships within the firm and with external businesses.
  • Produce high-quality articles for website publication annually.
  • Complete annual professional development requirements.
  • Provide expert advice to clients through various channels, including writing, face-to-face meetings, and digital communication.
  • Collaborate with the existing team of report writers and administrators.
  • Ensure compliance with all policies and procedures.
Requirements

Certainly Level 4 qualified or higher.

Chartered status or close to it is desirable.

Study support is available if required.

Skills and Qualities

The successful candidate will be technically proficient, have excellent communication skills, and be able to express themselves clearly in writing and speaking.

Organizational and confidence are essential for this role.

Friendly, honest, and well-presented, with a strong client-facing focus.

Able to travel for meetings and client visits.



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