Financial Planning Expert
2 days ago
We are seeking a highly motivated and experienced professional to join our team as a Financial Planning Expert. As a key member of our Wealth Management team, you will play a vital role in delivering exceptional financial planning services to our clients.
This is an exciting opportunity for someone who wants to make a real impact in the world of finance. Our ideal candidate will have a strong understanding of UK-specific financial regulations and tax laws.
The successful candidate will have relevant professional qualifications such as the Level 4 Diploma in Financial Planning (DipPFS) or equivalent.
Salary Information:
This role comes with a salary of £40,000 - £60,000 per annum, depending on experience.
About the Role:- Work collaboratively with our supporting team to identify and establish contact with potential clients.
- Gather and analyse information required to provide financial planning advice and make recommendations aligned with internal procedures.
- Complete all administration tasks accurately and efficiently in line with guidelines.
- Satisfy regulatory CPD thresholds and maintain up-to-date knowledge of compliance matters and Conduct Rules.
- Client Consultation: Engage with clients to understand their financial objectives, risk tolerance, and investment preferences.
- Financial Planning: Create personalized financial plans for clients considering factors such as retirement planning, wealth management, inheritance tax planning, and protection strategies.
- Investment Advice: Research, evaluate, and suggest suitable investment options based on clients' objectives and risk profiles.
- Retirement Planning: Guide clients on UK-specific retirement savings options and advise on maximizing retirement savings.
- Compliance and Regulation: Ensure adherence to all relevant UK financial regulations and laws.
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