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Financial Planning Specialist

2 months ago

Surrey, United Kingdom Financial Divisions Full time

Job Title: Financial Planning Specialist

About the Role:

We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Financial Divisions. As a Financial Planning Specialist, you will be responsible for providing holistic financial advice to clients, helping them achieve their financial goals and objectives.

Key Responsibilities:

  • Provide comprehensive financial planning services to clients, including investment, tax, and retirement planning
  • Build and maintain strong relationships with clients, understanding their financial needs and goals
  • Develop and implement customized financial plans, taking into account clients' risk tolerance, time horizon, and financial situation
  • Stay up-to-date with industry developments, regulatory changes, and market trends, ensuring clients receive the best possible advice
  • Collaborate with other professionals, such as accountants and lawyers, to provide a comprehensive range of services to clients

Requirements:

  • Minimum 3 years of experience in financial planning or a related field
  • Strong knowledge of financial planning principles, investment products, and tax laws
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
  • Ability to work independently and as part of a team, with a high level of professionalism and integrity

What We Offer:

As a Financial Planning Specialist at Financial Divisions, you will have the opportunity to work with a dynamic and growing company, providing high-quality services to clients. We offer a competitive salary, comprehensive benefits package, and opportunities for professional development and growth.