Financial Planner

1 day ago


Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

Job Overview

We are seeking an experienced Financial Planner to join our team at The Recruitment Group.

The ideal candidate will have a strong understanding of financial planning principles and be able to analyse clients' requirements, develop cash flow models, and accurately record client data.

Salary: £35,000 - £40,000 per annum (negotiable based on experience)

Key Responsibilities:

  1. Fully analyse clients' requirements and develop tailored cash flow models to meet their objectives.
  2. Research and analyse financial products to ensure they meet clients' needs and goals.
  3. Construct comprehensive financial planning solutions, including investment and retirement strategies.

Requirements:

  • Strong knowledge of financial planning principles and practices.
  • Excellent analytical and problem-solving skills.
  • Ability to work independently and as part of a team.

Benefits:

  • A competitive salary package.
  • Ongoing training and development opportunities.
  • A supportive and collaborative working environment.

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