Financial Planner

4 weeks ago


Hemel Hempstead, Hertfordshire, United Kingdom Financial Divisions Full time
Financial Planner Opportunity

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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