Financial Planner
5 days ago
Company Overview:
">ProTalent Limited is an impressive company with a network of offices in both Accountancy and Financial Services, based in West Sussex.
">Salary: £50,000 - £70,000 per annum
">Job Description: We are seeking a Financial Planner to join our expert and highly successful team in West Sussex. As a Financial Planner, you will provide financial planning advice to new and existing clients, building and managing a client bank to a good service standard.
">Key Responsibilities:
">- ">
- Business development (internal and external)">
- Build a good relationship within the firm, network, and other external businesses">
- Write articles for website publication annually">
- Complete annual Continuing Professional Development (CPD)">
- Provide advice to clients in writing, face-to-face, and by other means, such as Skype, when required">
- Work alongside the existing team of report writers and administrators">
- Ensure that all policies and procedures are followed and compliance requirements are met">
- Fitting well into the existing team">
Required Skills and Qualifications: You should be technically able with good communication skills. Delivering advice in the form of reports will be part of the role, so you should be confident in your ability to express yourself articulately and grammatically when writing and speaking.
">Other Qualities: Friendly, honest, personable, and well-presented as this is a client-facing role.
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