Financial Planning Specialist

3 weeks ago

Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full time
Job Title: Financial Planning Specialist

At Mercer Global Advisors Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.

Key Responsibilities:
  • Analyze and draft financial planning modules for clients
  • Implement company policies and procedures
  • Develop and maintain strong relationships with clients and colleagues
  • Stay up-to-date with industry trends and developments
Requirements:
  • Bachelor's degree in a related field (Business, Economics, Accounting, or Finance)
  • Certified Financial Planner (CFP) designation
  • Strong knowledge of financial planning concepts and investment products
  • Excellent communication and interpersonal skills
What We Offer:
  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment
  • Access to cutting-edge technology and resources
About Us:

Mercer Global Advisors Inc. is a leading wealth management firm dedicated to providing personalized financial planning and investment advice to our clients. We are committed to excellence and integrity in all aspects of our business.

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