Financial Planning Expert

1 month ago


London, Greater London, United Kingdom Norman Alex Full time

Norman Alex is seeking a highly skilled Financial Planning Expert to join their team in London or one of their overseas offices. The ideal candidate will have expertise in UK pensions and investments, with a strong understanding of the wealth management industry. The role offers a competitive salary and performance-based bonuses.

The successful candidate will be responsible for providing expert advice to clients on their financial planning needs, including pension and investment strategies. They will also be expected to work closely with the company's wealth management team to develop and implement financial plans that meet the needs of clients.

Key responsibilities will include:

  • Providing expert advice on UK pensions and investments
  • Developing and implementing financial plans for clients
  • Working closely with the wealth management team to deliver high-quality services to clients

The ideal candidate will have a strong background in finance, with a focus on pensions and investments. They will also have excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.



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