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Senior Financial Planning Professional
2 months ago
We are seeking a highly skilled and experienced Senior Financial Planning Professional to join our team at Eventus Recruitment Cheshire. As a key member of our financial planning team, you will play a vital role in providing exceptional service to our clients and supporting our Senior Financial Planners in delivering high-quality financial planning solutions.
Key Responsibilities- Support Senior Financial Planners in providing and implementing financial planning strategies and advice to private and business clients.
- Build strong relationships with clients, ensuring excellent communication and a high level of customer satisfaction.
- Prepare and deliver high-quality meeting minutes, advice files, and suitability reports.
- Develop in-depth knowledge of clients' financial situations, goals, and objectives.
- Liaise with clients' other professional advisers as required.
- Stay up-to-date with industry developments and best practices in financial planning.
- First-class technical expertise in financial planning and a strong understanding of the difference between financial planning and financial advice.
- Level 6 qualification (Chartered or Certified) or exceptional Level 4 candidates with relevant experience.
- At least 3 years of experience in a Paraplanning role at a financial planning firm.
- Excellent verbal and written communication skills, with the ability to read, digest, and assimilate information efficiently.
- Highly organized, methodical, analytical, and disciplined, with a solutions-oriented approach.
- Excellent IT skills, particularly in the use of Excel and Word.
- Competitive salary range: £45,000.00-£50,000.00 per year.
- Bonus scheme.
- Company pension.
- Free parking.
- On-site parking.
Eventus Recruitment Cheshire is a leading recruitment agency specializing in the finance and accountancy sectors. We pride ourselves on our commitment to delivering exceptional service to our clients and candidates. Our team is dedicated to helping you find your ideal career opportunity and supporting you every step of the way.
