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Financial Planner Vacancy

2 months ago

Eastbourne, East Sussex, United Kingdom Financial Divisions Full time
About the Role

We are seeking a skilled Financial Planner to join our team at Financial Divisions. As an Independent Financial Advisor, you will work closely with our Managing Director to build relationships with sports clubs across Sussex and generate new business opportunities.

The ideal candidate will have experience in providing holistic financial advice to clients, including pensions, investments, tax planning, and retirement planning. You will also have the ability to work independently and as part of a team, with a strong focus on customer service and relationship-building.

Key Responsibilities:

  • Provide financial planning advice to clients, including pensions, investments, tax planning, and retirement planning
  • Build relationships with sports clubs across Sussex to generate new business opportunities
  • Work closely with the Managing Director to develop and implement business strategies
  • Manage client relationships and provide ongoing support and advice

Requirements:

  • Experience in financial planning and wealth management
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong customer service skills and ability to build relationships with clients

What We Offer:

  • A competitive salary and benefits package
  • The opportunity to work with a dynamic and growing company
  • Professional development and training opportunities

If you are a motivated and experienced Financial Planner looking for a new challenge, please get in touch to learn more about this exciting opportunity.