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Financial Planning Specialist
2 months ago
**About Clayton Davies Ltd**
We are a growing wealth management firm seeking a skilled Financial Planning Specialist to join our team. In this role, you will work closely with clients to understand their current and future financial goals and develop tailored financial strategies to achieve financial independence.
**Key Responsibilities:**
- Review and respond to clients' changing needs and financial circumstances, keeping stakeholders informed of new financial products or changes to legislation that may impact clients' pensions, savings, investments, and financial plans.
- Acquire and develop new business from new and existing clients and professional introducers through personal business planning, referrals, and company lead generation programs.
- Optimize the use of all marketing opportunities available, including networking with stakeholders and other professionals to develop new business.
- Develop and maintain strong relationships with clients and introducers through regular meetings, seminars, and continuous feedback to the team and contact center.
- Establish meetings with corporate and individual clients to discuss their financial needs and goals, either in-person or virtually via video conferencing.
- Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims and objectives, analyzing information, conducting research, and preparing comprehensive financial planning reports tailored to individual clients' needs.
**Requirements:**
- Diploma in Regulated Financial Planning (or FCA-approved equivalent) and maintenance of CF30 status in accordance with FCA regulations.
- Experience in networking and attracting new clients through business development and effective business planning to grow a client base and build relationships.
