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Financial Planner

1 month ago

Horsham, West Sussex, United Kingdom Pro Talent Full time
Job Title

ProTalent is seeking a skilled Financial Planner to join their team in West Sussex.

Purpose of the Role

To provide expert financial planning advice to clients and contribute to the success of the company.

Key Responsibilities
  • Build and manage a client portfolio to deliver exceptional service.
  • Develop business opportunities through internal and external networks.
  • Establish strong relationships with colleagues, partners, and clients.
  • Produce high-quality articles for publication on the company website.
  • Stay up-to-date with industry developments through ongoing professional development.
  • Provide tailored advice to clients through various channels, including face-to-face meetings and written reports.
  • Collaborate with the team to achieve business objectives.
  • Ensure compliance with company policies and procedures.
Requirements

Candidates should hold a Level 4 qualification and ideally be Chartered or close to achieving this status.

Study support will be provided to help candidates achieve their goals.

Skills and Qualities

The ideal candidate will possess strong technical skills, excellent communication abilities, and a confident and organized approach.

They should be able to express themselves clearly and articulately in writing and speaking.

A friendly, honest, and personable demeanor is essential for this client-facing role.

Some travel may be required for meetings with clients or colleagues.