Financial Planner
4 weeks ago
We are seeking a skilled Financial Planner to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing a portion of our existing book of business, providing financial advice to clients, and developing long-term relationships.
Key Responsibilities:
- Manage a portfolio of clients, providing financial advice and guidance
- Develop and implement financial plans tailored to individual client needs
- Build and maintain strong relationships with clients, understanding their financial goals and objectives
- Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations
Requirements:
- 5 years of experience in financial planning or a related field
- Strong knowledge of financial products and services
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
What We Offer:
- A competitive salary and bonus structure
- A comprehensive benefits package, including holiday allowance
- Full administration and paraplanning support
- The opportunity to work with a reputable and established financial services firm
If you are a motivated and experienced Financial Planner looking for a new challenge, please get in touch to discuss this opportunity further.
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