Financial Planning Specialist
4 weeks ago
Join our dynamic financial planning practice as a Financial Adviser and expand your career with our comprehensive training and support. You will be working closely with a team of experienced professionals to provide first-class financial advice to a diverse range of clients.
Key Responsibilities:
- Deliver tailored financial advice to clients on investments, pensions, and protection.
- Conduct thorough analysis of clients' financial circumstances and provide expert guidance.
- Develop and implement innovative financial strategies to meet clients' goals and objectives.
- Stay up-to-date with the latest market trends and regulatory requirements.
- Collaborate with colleagues to drive business growth and development.
Requirements:
- Level 4 Diploma Qualified CII /LIBF equivalent.
- CAS Achieved / Hold annual SPS (Statement of Professional Standing).
- Full Driving Licence.
- Experience working within a financial services background.
- Excellent communication and interpersonal skills.
Benefits:
- Full Administration Service.
- Full Paraplanning Support.
- Pension.
- Holidays - 31 days rising to 33 days over 2 years.
- Expenses.
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