Chartered Financial Planner
5 days ago
We are seeking a highly skilled Chartered Financial Planner to join our team at Schroders in Horsham. As a key member of our financial advisory team, you will be responsible for providing expert financial planning and advisory services to our clients.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals.
- Analyse clients' financial situations and provide tailored advice on investment, tax, and retirement planning.
- Build and maintain strong relationships with clients, providing ongoing support and guidance throughout their financial journey.
- Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations.
- Collaborate with other team members to deliver high-quality financial advisory services to our clients.
- Chartered Financial Planner qualification or equivalent.
- Minimum 3 years' experience in financial planning and advisory services.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide clear recommendations.
- Proficient in Microsoft Office and other relevant software applications.
- Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
We offer a competitive salary and benefits package, as well as opportunities for professional development and career advancement. Our team is passionate about delivering exceptional client service and making a positive impact in the community.
If you are a motivated and experienced financial planner looking for a new challenge, we encourage you to apply for this exciting opportunity.
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Chartered Financial Planner
1 week ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled Chartered Financial Planner to join our team at Benchmark Capital in Horsham. As a key member of our team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account...
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Chartered Financial Planner
1 week ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled Chartered Financial Planner to join our team at Benchmark Capital in Horsham. As a key member of our team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account...
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Chartered Financial Planner
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Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled Chartered Financial Planner to join our team at Benchmark Capital in Horsham. As a key member of our team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their long-term goals and aspirations.Key ResponsibilitiesDevelop and implement comprehensive...
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Chartered Financial Planner
2 days ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled Chartered Financial Planner to join our team at Benchmark Capital in Horsham. As a key member of our team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their long-term goals and aspirations.Key ResponsibilitiesDevelop and implement comprehensive...
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Chartered Financial Planner
1 week ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled Chartered Financial Planner to join our team at Schroders in Horsham. As a key member of our financial advisory team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
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Chartered Financial Planner
1 week ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled Chartered Financial Planner to join our team at Schroders in Horsham. As a key member of our financial advisory team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
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