Financial Planning Specialist

3 weeks ago


Colchester, Essex, United Kingdom Douglas Steers & Company Full time

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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