Financial Planning Specialist

1 month ago


Northampton, Northamptonshire, United Kingdom TC Group Full time
About the Role

We are seeking a highly skilled Financial Planning Specialist to join our team at TC Group. As a key member of our financial services team, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Establish and maintain strong relationships with clients, understanding their financial needs and goals.
  • Conduct thorough financial assessments, identifying areas for improvement and developing tailored financial plans.
  • Provide expert advice on investment, pension, and tax planning strategies, ensuring clients are fully informed and empowered to make informed decisions.
  • Collaborate with our accountancy team to ensure seamless delivery of financial services to our clients.
  • Stay up-to-date with industry developments, ensuring our clients receive the best possible advice and guidance.
Requirements
  • Hold a Level 4 Diploma in Financial Planning or equivalent qualification.
  • Have a proven track record of providing high-quality financial advice and planning services.
  • Be able to communicate complex financial concepts in a clear and concise manner.
  • Have excellent interpersonal and relationship-building skills.
  • Be able to work independently and as part of a team.
What We Offer
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including pension scheme, life assurance, and private medical insurance.
  • Opportunities for professional development and training.
  • A dynamic and supportive work environment.


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