Financial Planning Specialist
24 hours ago
We are seeking a skilled Financial Planning Specialist to join our team at Castlegate Financial Management Ltd. As a key member of our team, you will play a vital role in helping us grow our presence in Louth and expand our client base.
Our team is comprised of experienced financial planners based in our main office in Grantham, with additional offices in 11 locations across the Lincolnshire region. Many of our financial planners have achieved chartered status, which is widely regarded as the top qualification in the industry.
This means that our clients in Grantham have access to a local financial professional, as well as some of the best financial advice available in the UK.
Key Responsibilities:- Meet with clients to understand their objectives, attitude to risk, and existing policies.
- Discuss investment opportunities and disclose related risks.
- Recommend strategies to achieve clients' financial goals and objectives.
- Maintain high standards of service to clients, including conducting regular reviews and updates.
- Develop professional connections to produce quality client introductions.
- Excellent communication, interpersonal, and presentational skills.
- Profound knowledge of the financial services market, products, and associated technical and compliance issues.
- IT literacy, including Microsoft Office and Microsoft Teams.
- Good organisational, administrative, and time management skills.
- Self-discipline and motivation, with the ability to work alone or within a team environment.
- A flexible attitude to work and willingness to travel.
- A minimum of a Diploma in Regulated Financial Planning by the CII (or equivalent) and a current valid Statement of Professional Standing.
We are committed to further professional advancement and expect our team members to maintain their skills and knowledge up to date.
Please note that a clean UK driving licence is required for this role.
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