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Financial Planning Specialist

2 months ago

Colchester, Essex, United Kingdom Recruit UK Full time

Job Title: Financial Planning Specialist

Industry: Financial Services

Location: Nationwide

Salary: up to £65,000

Job Type: Full-time

Recruit UK is working with a leading financial planning firm to find a skilled Financial Planning Specialist to join their team.

The company is a well-established independent financial planning company, providing bespoke services to clients across the UK. They specialize in offering a comprehensive range of financial planning services, including retirement planning, tax planning, investment management, and more.

Due to business growth, they are looking for an experienced Financial Planning Specialist to take on a challenging role, servicing clients and developing their own client base. The successful candidate will have the opportunity to work with a dedicated administration team and receive support from management.

Key Responsibilities:

  • Provide expert financial planning advice to clients
  • Develop and maintain strong client relationships
  • Conduct thorough financial assessments and create personalized plans
  • Stay up-to-date with industry developments and regulatory changes
  • Collaborate with the administration team to ensure seamless client service

Requirements:

  • 2+ years of experience in financial planning or a related field
  • Diploma Level 4 or higher in a relevant field
  • Competent Adviser Status or higher
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections to the table. We have a reach of over 100,000 financial services connections and are committed to finding the perfect match for our clients and candidates.

Our Commitment:

  • We embrace equality, diversity, and inclusion and promote their benefits in all our business activities.
  • We take a holistic approach to career happiness, considering factors beyond salary.
  • We cover the whole of the UK with a local touch through our regional teams.
  • We never pester our candidates.