Financial Planning Specialist

4 weeks ago

Harrogate, North Yorkshire, United Kingdom CV Library Full time
Job Title: Asset Planning Officer

We are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing expert financial planning and wealth management solutions to our clients.

Key Responsibilities:
  • Work closely with clients to understand their financial goals and objectives, and provide tailored financial planning solutions to meet their needs.
  • Conduct regular reviews and assessments to ensure clients are on track to meet their financial goals.
  • Develop and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
  • Stay up-to-date with industry developments and regulatory changes, and ensure compliance with all relevant laws and regulations.
Requirements:
  • Qualified to a minimum of level 4 in Regulated Financial Planning.
  • Proven experience in financial planning and wealth management, with a strong track record of delivering high-quality results.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide clear recommendations.
What We Offer:
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including life assurance, private healthcare, and enhanced maternity and paternity pay.
  • Ongoing training and development opportunities to help you achieve your career goals.
  • A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional results.

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