Financial Planning Professional

1 day ago


Inverness, Highland, United Kingdom The Recruitment Council Full time
Job Description:
We are seeking a Financial Planning Professional to join our team at The Recruitment Council. As a key member of our organization, you will be responsible for supporting our clients' financial needs and providing exceptional customer service.

About the Role:
This is an exciting opportunity for a detail-oriented and organized individual who is passionate about financial planning. You will work closely with our CEO/Lead Adviser to manage client relationships and provide financial plans and reviews. Your tasks will include preparing financial reports, conducting risk assessments, and analyzing budgets. Additionally, you will be responsible for capturing client contact information in our CRM system and staying up-to-date with tax and legal changes that impact our clients.

Requirements:
To be successful in this role, you should have 3-5 years of experience in financial planning and possess knowledge in life, investments, estate planning, and budgeting. A Postgraduate Diploma or B.Com Honours in Financial Planning or Business is preferred. If you are a motivated and detail-oriented professional looking to take your career to the next level, we encourage you to apply.

Estimated Salary: $70,000 - $90,000 per annum.

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