Financial Services Professional

7 days ago

Lincolnshire, United Kingdom Castlegate Financial Management Full time
About the Role

Castlegate Financial Management is seeking a highly skilled Financial Planner to join our team. As a key member of our team, you will play a crucial role in helping us grow our presence in Louth and expand our client base.

Key Responsibilities
  • Meet with clients to understand their financial objectives, risk tolerance, and current financial situation.
  • Discuss investment opportunities and provide guidance on related risks.
  • Develop and implement personalized financial plans to help clients achieve their goals.
  • Ensure all advice and recommendations are compliant, well-researched, and documented.
  • Maintain high standards of service to clients, including regular reviews and updates to their financial plans.
  • Meet or exceed target levels of fee income and adhere to the firm's standards.
  • Stay up-to-date with relevant financial services matters and share knowledge with the team.
  • Build professional relationships to generate quality client introductions.
Requirements
  • Excellent communication, interpersonal, and presentation skills.
  • Ability to actively listen and explain complex concepts in a clear manner.
  • Enthusiasm and willingness to assist clients and team members.
  • Profound knowledge of the financial services market, products, and regulatory rules.
  • IT literacy, including Microsoft Office and Teams, with experience using software packages like Intelliflo and Defaqto.
  • Good organizational, administrative, and time management skills.
  • Self-discipline and motivation, with the ability to work independently or as part of a team.
  • Flexibility to travel and work occasional evenings or weekends.
  • Minimum Diploma in Regulated Financial Planning by the CII (or equivalent) and current Statement of Professional Standing.
  • Valid UK driving license.

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