Financial Planner

2 weeks ago

Horsham, West Sussex, United Kingdom ProTalent Limited Full time
Job Title

Financial Planner

Purpose of the Role

ProTalent Limited is seeking a skilled Financial Planner to join their team in West Sussex. The successful candidate will provide financial planning advice to new and existing clients, building a strong client bank and contributing to business development.

Key Responsibilities
  • Build and manage a client bank to a high standard.
  • Develop business opportunities through internal and external networks.
  • Establish strong relationships within the firm and with external businesses.
  • Produce high-quality written content for website publication.
  • Complete annual professional development requirements.
  • Provide expert advice to clients through various channels.
  • Collaborate with the existing team of report writers and administrators.
  • Ensure compliance with all policies and procedures.
Requirements

Certainly Level 4 qualification is essential. Chartered status or close proximity to it is highly desirable. Study support is available if required.

The ideal candidate will possess strong technical skills, excellent communication abilities, and be confident in their writing and speaking skills.

Organizational and confident individuals are encouraged to apply.

Additional Qualities

A friendly, honest, and personable approach is essential for this client-facing role. Some travel may be required for client meetings or office visits.

Thank you for your interest in this opportunity.

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