Financial Planning Specialist
2 days ago
Resource Matters Ltd is seeking an experienced Financial Planning Specialist to join their team. As a key member of the team, you will provide holistic wealth advice to a large portfolio of clients, leveraging your expertise in investments, tax planning, and defined contribution pensions.
About the Role
- Deliver high-quality, personalized financial planning services to clients
- Collaborate with the team to develop and implement effective financial strategies
- Stay up-to-date with industry developments and best practices
What We Offer
- A comprehensive benefits package, including a competitive salary and bonus structure
- Ongoing support and training to help you grow in your career
- A dynamic and supportive team environment
Requirements
- Level 4 qualification in Financial Planning or a related field
- Proven experience in financial planning and wealth management
- Excellent communication and interpersonal skills
Apply Today
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