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Financial Planning Expert

2 months ago

Bath, Bath and North East Somerset, United Kingdom Resource Matters Ltd Full time

Job Summary: We are seeking an experienced Financial Planning Expert to join our team at Resource Matters Ltd. As an Independent Financial Consultant, you will provide comprehensive financial planning advice to a large portfolio of clients, leveraging your expertise in investments, tax planning, and defined contribution pensions.

About the Role: This is a fantastic opportunity to work with a well-established financial services firm that prioritizes client satisfaction and offers a supportive environment for employees to grow and develop their careers.

Key Responsibilities:

  • Provide holistic financial planning advice to clients, including investment, tax, and pension planning.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Work closely with the paraplanning team to ensure seamless support and administration.
  • Stay up-to-date with industry developments and regulatory changes, applying this knowledge to provide expert advice to clients.

Requirements:

  • Level 4 qualified in Financial Planning or a related field.
  • Proven experience in financial planning, with a strong track record of delivering high-quality advice to clients.
  • Excellent communication and interpersonal skills, with the ability to connect with a wide range of audiences.
  • Detailed knowledge of investments, tax planning, and defined contribution pensions.

What We Offer:

  • A competitive basic salary and comprehensive benefits package.
  • Opportunities for professional development and career growth.
  • A supportive and collaborative team environment.