Financial Planning Specialist

4 weeks ago


Weymouth, Dorset, United Kingdom Independent Resourcing Consultancy Ltd Full time
About the Role

We are seeking a highly skilled Financial Planning Specialist to join our client's Financial Planning team in Yeovil/Weymouth. The successful candidate will be responsible for managing a portfolio of clients, providing holistic financial advice, and developing strong relationships with accountancy partners and professional connections.

Key Responsibilities
  • Manage a portfolio of clients, providing tailored financial advice and guidance.
  • Develop and maintain strong relationships with accountancy partners and professional connections to identify new business opportunities.
  • Work closely with a team of Paraplanners and Sales Support Administrators to deliver exceptional client service.
  • Stay up-to-date with industry developments and best practices to ensure the highest level of expertise.
Requirements
  • Commercial focus with experience in a fee-based environment.
  • Chartered status or ability to achieve within 12-18 months.
  • Excellent networking and relationship-building skills.
  • Professionalism and experience in building relationships with introducers.
  • Presentation and public speaking skills.
  • Experience with Intelligent Office (IO) client database/back office and paperless office systems.
What We Offer

We offer a competitive package, including a salary, benefits, and opportunities for professional development. If you are a motivated and experienced Financial Planning Specialist looking for a new challenge, please apply.



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