Financial Planning Specialist
2 weeks ago
We are seeking a highly skilled Financial Planning Specialist to join our team in Bromsgrove. As a key member of our advisory services, you will provide ongoing annual servicing to existing clients, maintaining and building relationships while identifying new business opportunities.
Responsibilities- Conduct in-depth annual reviews of clients' financial circumstances, reviewing current arrangements and identifying future objectives.
- Provide expert advice that meets compliance and T&C requirements.
This role is ideal for a diploma qualified individual keen to develop their skills as a Financial Adviser. If you have a positive approach towards technology and are confident communicating with clients via video conferencing, we would love to hear from you.
Requirements- Hold full Level 4 Diploma in Financial Planning or equivalent.
- Be proactive in spotting new business opportunities.
As a valued member of our team, you can expect:
- A salary of £30,000 - £35,000, subject to experience and qualifications.
- A discretionary annual bonus after completion of a year's service.
- Flexible working with a good holiday allowance.
- A contributory pension scheme and death-in-service benefit.
- Ongoing training and development opportunities.
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