Financial Planning Expert

4 weeks ago


Lichfield, Staffordshire, United Kingdom Eden Resourcing Full time

Are you a seasoned Financial Planner seeking a new challenge with a reputable firm?

This role would suit a chartered individual committed to delivering exceptional lifestyle financial planning services and looking to build a career in a progressive boutique financial planning firm.

Due to continued success in providing advice to high net worth clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser, you will come into an established group of clients, and work closely with the managing director as they develop business going forward.

Duties:

  • Provide expert advice on all areas of lifestyle financial planning.
  • Conduct comprehensive review meetings to understand clients' goals, objectives, and financial needs.
  • Develop effective, sustainable relationships with clients, their families, and professional connections.
  • Analyse information, conduct research, maintain comprehensive records, and prepare financial planning reports.
  • Maintain a high level of personal development, ensuring an up-to-date knowledge of industry trends, regulations, and best practice.

This is an excellent opportunity to work with a forward-thinking and close-knit firm that continually looks to improve and develop the services they offer to clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. There are also long-term opportunities to be a key part of the wider business.

Package will consist of basic plus bonus and benefits.

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