Financial Planning Specialist
3 weeks ago
Exciting Opportunity at Douglas Steers & Company
We are seeking a highly skilled Financial Planning Specialist to join our team at Douglas Steers & Company. As a leading Wealth Management Services Company, we are committed to providing exceptional service to our clients.
The successful candidate will be responsible for onboarding new clients with their financial planning requirements. You will be fully supported by our team, who will assist with lead generation and business development to drive the company forward.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients
- Provide expert advice on investments, taxation, and retirement planning
- Work closely with the team to identify new business opportunities
What We Offer:
- Competitive salary and bonus scheme
- Ongoing training and development opportunities
- Full back office support
- Expanding business with opportunities to grow
Requirements:
- Level 4 Diploma in Regulated Financial Planning
- Strong work ethic and attitude to succeed
- Good level of knowledge in services including investments, taxation, and retirement planning
Working Hours:
- Monday to Friday
Application Instructions:
- Please submit your application, including your CV and a cover letter
Work Location:
- In person
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