Financial Planning Specialist

13 hours ago

Exeter, Devon, United Kingdom Prydis Full time
Purpose: Prydis is seeking a skilled Financial Planning Specialist to deliver high-quality, independent financial planning services to our clients. As a key member of our team, you will be responsible for developing professional connections and generating new business opportunities through the provision of expert advice.

Key Responsibilities:

* Develop and maintain a deep understanding of our clients' financial needs and goals
* Provide personalized financial planning services, including retirement planning, inheritance tax mitigation, and pension planning
* Generate new business opportunities through the development of professional connections and other sources of quality leads
* Maintain accurate client records and ensure compliance with regulatory requirements
* Collaborate with our team of para-planners to provide administrative support

Requirements:

* Strong knowledge and experience in financial planning, preferably with a bias towards pension planning
* Excellent communication and interpersonal skills
* Ability to work independently and as part of a team
* Proficiency in using the MS Office suite of products

Compensation: Prydis offers a competitive package, including a realistic OTE in excess of £70,000, with uncapped earnings.

About Prydis: Prydis is an established firm of Chartered Financial Planners, committed to delivering high-quality, independent financial planning services to our clients. We are passionate about helping our clients achieve their financial goals and live a fulfilling life.

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