Financial Planning Specialist

4 hours ago

Surrey, United Kingdom Financial Divisions Full time

Financial Divisions is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will work closely with our clients to provide holistic financial advice and guidance. Our ideal candidate will have experience in private client wealth management and a strong understanding of financial planning principles. The role will involve building relationships with sports clubs across Surrey and generating new business opportunities. You will be responsible for managing the financial affairs of clients with assets ranging from £100k to £1m. Our Managing Director has established a strong network of relationships with sports clubs across the South East, which provides a steady stream of new business leads. As a Financial Planning Specialist, you will be expected to work independently and as part of a team to deliver high-quality financial advice to our clients. If you are a motivated and experienced financial professional looking for a new challenge, we would like to hear from you. Key responsibilities include:

* Providing financial advice and guidance to clients
* Building relationships with sports clubs and generating new business opportunities
* Managing the financial affairs of clients with assets ranging from £100k to £1m
* Working closely with our Managing Director to develop and implement financial planning strategies

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are interested in this role, please submit your application. We look forward to hearing from you.

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