Senior Financial Planning Specialist
3 weeks ago
We are seeking a skilled Financial Planning Specialist to join our team at Duncan & Toplis group. As a key member, you will be responsible for delivering high-quality financial planning services to our clients.
Main Responsibilities
- Provide comprehensive financial planning advice to clients, incorporating wealth management, investments, pensions, personal protection, and inheritance tax mitigation.
- Work closely with clients to understand their financial objectives and develop tailored investment strategies.
- Conduct regular reviews to ensure clients' financial plans remain on track and make adjustments as needed.
- Collaborate with internal teams to ensure seamless service delivery and maintain strong professional connections.
- Degree in a relevant field and a Diploma in Regulated Financial Planning by the Chartered Insurance Institute (CII).
- Proven experience in financial services, with a strong understanding of technical and compliance issues.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
Duncan & Toplis group is committed to developing the skills and careers of our employees. As a Financial Planning Specialist, you will have opportunities for professional growth, learning, and development, while working in a dynamic and supportive team environment.
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