Financial Planner

2 weeks ago

Nantwich, Cheshire East, United Kingdom Atherton & Associates Wealth Management Full time
About the Role

We are seeking a highly motivated and experienced Financial Planner to join our team at Atherton & Associates Wealth Management. As a Financial Planner, you will be responsible for providing regulated financial advice to clients, helping them to achieve their financial goals and objectives.

Key Responsibilities:

  • Offering financial advice to clients on a range of products, including pensions, retirement planning, inheritance tax, and investment optimisation.
  • Developing and implementing tax-efficient cash flow strategies for clients.
  • Providing specialist advice and technical support to clients.
  • Building and maintaining strong relationships with clients.

Requirements:

  • Level 4 qualified in Financial Planning or a related field.
  • Strong knowledge of inheritance tax planning and defined contribution pensions.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.

What We Offer:

  • A competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • A supportive and collaborative team environment.
  • The opportunity to work with a range of clients and develop your skills and expertise.

How to Apply:

If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application, including your CV and a cover letter, to [insert contact information].

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