Strategic Financial Planner
3 weeks ago
Our client, a leading provider of financial services, is seeking an experienced Financial Services Manager to join their team. This role offers a unique opportunity to work with clients across various areas of finance, including financial planning, investments, and retirement planning. The successful candidate will have previous experience in a similar position and hold relevant industry qualifications.
Main Responsibilities:
- Collaborate with senior leadership and the wider team to drive business growth.
- Create and present high-quality financial plans and suitability reports.
- Ensure compliance with regulatory standards and firm procedures.
- Manage an established client portfolio while cultivating new relationships.
- Provide business administration support and paraplanner assistance.
Requirements:
- Strong stakeholder management skills.
- Relevant industry qualifications/experience (CII Level 4 qualified - essential).
- Previous experience in a similar role.
- Ideal 5-10 years of relevant industry experience.
- Strong IT skills (proficient in MS Office - Word, Excel, PowerPoint).
- Full clean driving license.
Benefits:
- Bonus scheme (£75,000 OTE).
- Generous benefits package, including pension, life, and health insurance.
- Hybrid working arrangement.
- Supportive professional development opportunities.
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