Investment Planning Specialist

1 day ago


Sheffield, Sheffield, United Kingdom Churchill Executive Full time
Job Description
An exciting opportunity has arisen for an experienced Investment Planning Specialist to join the team at Churchill Executive.

Company Overview
Churchill Executive is an independent financial planning firm dedicated to providing top-notch investment management, pension planning, and estate planning services. Our focus is on delivering tailored advice that meets the unique needs of each client.

Role Requirements
  • Bachelor's degree in a relevant field (e.g., finance, accounting, or economics).
  • Level 4 Diploma in Financial Planning with valid SPS certification.
  • Minimum 2 years of experience in a similar role, preferably within the UK financial industry.

Responsibilities
  • Develop and implement personalized financial plans for clients.
  • Conduct thorough risk assessments and provide expert investment advice.
  • Maintain up-to-date knowledge of FCA regulations and ensure compliance.
  • Work collaboratively with colleagues to achieve business growth and client satisfaction goals.

Benefits
  • A competitive salary of £65,000 - £85,000 per annum, depending on experience.
  • Flexible working arrangements to suit your lifestyle.
  • Ongoing training and development opportunities to enhance your skills and career prospects.


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