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Financial Planning Specialist

2 months ago

Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time
{"title": "Financial Planning Specialist", "content": "Unlock Your Potential with Equilibrium Financial Planning

At Equilibrium Financial Planning, we're on a mission to make a meaningful impact on people's lives. As a Financial Planning Specialist, you'll play a vital role in helping our clients achieve their financial goals.

Key Responsibilities:
  • Support our financial planners in delivering complex planning strategies and solutions
  • Manage a bank of clients with assets up to £100m
  • Attend client meetings and create meeting minutes to document client needs and objectives
  • Research and analyze products and services to recommend suitable solutions
  • Prepare clear investment strategy, mandate, and recommendation reports
What We Offer:
  • A dynamic and supportive team environment
  • Opportunities for growth and development
  • A competitive salary and benefits package
  • Flexible working arrangements

We're looking for a highly motivated and organized individual with a passion for financial planning. If you're eager to make a difference and take your career to the next level, we'd love to hear from you.

", "requirements": "Requirements:
  • Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning
  • At least 5 years of relevant industry experience
What We're Looking For:
  • A growth mindset and a desire to learn and grow professionally
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
", "location": "Hybrid remote in Wilmslow"}