Financial Planning Specialist
5 days ago
Financial Planning Specialist
About the Role
At Exchange Street Financial Services Limited, we're looking for a skilled Financial Planning Specialist to join our team. As a key member of our financial planning department, you'll play a vital role in supporting our financial planners in delivering exceptional client service.
Key Responsibilities
* Assist financial planners in the preparation of comprehensive financial plans, including tax planning and investment strategies
* Conduct research and analysis to identify opportunities for clients to optimize their financial positions
* Develop and maintain strong relationships with clients, providing exceptional service and support
What We Offer
* Competitive salary and benefits package
* Opportunities for professional growth and development
* Collaborative and dynamic work environment
Requirements
* Level 4 qualified in financial planning
* Strong knowledge of financial planning concepts, including tax planning and investment strategies
* Excellent communication and interpersonal skills
If you're a motivated and detail-oriented individual with a passion for financial planning, we'd love to hear from you.
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