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Career Opportunities in Financial Planning

1 month ago


Hitchin, Hertfordshire, United Kingdom Recruitment Rebellion Full time

Recruitment Rebellion

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Our client is a well-established financial planning firm that offers excellent career opportunities for individuals looking to develop their skills and advance in their careers. The company prioritizes training and development, providing candidates with the support they need to succeed.

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About the Role

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This varied position involves submitting and processing new business, communicating with clients to build relationships, producing quotes, and following up with clients after meetings. Strong organisational skills, attention to detail, and excellent communication skills are essential for success in this role.

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Key Responsibilities

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  • Submit and process new business transactions
  • Develop and maintain strong relationships with clients through effective communication
  • Produce accurate quotes and obtain valuations from third-party providers
  • Follow up with clients after meetings and phone calls to ensure satisfaction
  • Liaise with financial institutions and other third parties to facilitate business operations
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Essential Skills and Qualifications

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  • A minimum of three years' relevant experience in finance or a related field
  • A genuine interest in finance and investing, with a desire to help clients achieve their financial goals
  • Excellent organisational skills, including the ability to multitask and manage competing priorities
  • An exceptional telephone manner, along with strong email writing skills and the ability to communicate effectively with clients
  • A good level of mathematical skills, with the ability to work accurately with numbers
  • A proactive approach, with a focus on efficiency and continuous improvement
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What We Offer

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Our client offers a competitive salary, estimated to be around £30,000 - £40,000 per annum, depending on experience. This role provides an excellent opportunity for individuals to develop their skills, advance their careers, and contribute to a dynamic and forward-thinking organisation.

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About Hertfordshire

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Hertfordshire is a thriving county located in the East of England, known for its rich history, cultural attractions, and natural beauty. The area offers a high quality of life, with easy access to London and other major cities.