Financial Planning Expert

3 weeks ago

Lichfield, Staffordshire, United Kingdom Eden Resourcing Full time
Financial Planning Role

We are seeking an experienced Financial Planner to join our team at Eden Resourcing. As a Financial Planning Expert, you will work closely with our Managing Director to develop business and provide expert advice to HNW clients.

Key Responsibilities:

  • Provide comprehensive financial planning services to clients, including lifestyle financial planning and wealth management.
  • Conduct thorough review meetings to understand clients' goals, objectives, and financial needs.
  • Develop and maintain strong relationships with clients, their families, and professional connections.
  • Analyse information, conduct research, and prepare financial planning reports.
  • Stay up-to-date with industry trends, regulations, and best practices to ensure high-quality advice.

What We Offer:

A competitive basic package, bonus, and benefits, as well as opportunities for career development and growth within our close-knit firm. If you are a motivated and experienced Financial Planner looking for a new challenge, please apply.

By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.

  • Financial Planning Expert

    4 weeks ago

    Lichfield, Staffordshire, United Kingdom Eden Resourcing Full time

    Financial Planning RoleWe are seeking an experienced Financial Planner to join our team at Eden Resourcing. As a Financial Planning Expert, you will work closely with our Managing Director to develop business and provide expert advice to HNW clients.Key Responsibilities:Provide comprehensive financial planning services to clients, including lifestyle...

  • Financial Planning Expert

    4 weeks ago

    Lichfield, Staffordshire, United Kingdom Eden Resourcing Full time

    Financial Planning RoleWe are seeking an experienced Financial Planner to join our team at Eden Resourcing. As a Financial Planning Expert, you will work closely with our Managing Director to develop business and provide expert advice to HNW clients.Key Responsibilities:Provide comprehensive financial planning services to clients, including lifestyle...

  • Financial Planning Expert

    1 month ago

    Lichfield, Staffordshire, United Kingdom Eden Resourcing Full time

    Financial Planning RoleWe are seeking an experienced Financial Planner to join our team at Eden Resourcing. As a Financial Planning Expert, you will work closely with our Managing Director to develop business and provide expert advice to HNW clients.Key Responsibilities:Provide comprehensive financial planning services to clients, including lifestyle...

  • Financial Planning Expert

    1 month ago

    Lichfield, Staffordshire, United Kingdom Eden Resourcing Full time

    Financial Planning RoleWe are seeking an experienced Financial Planner to join our team at Eden Resourcing. As a Financial Planning Expert, you will work closely with our Managing Director to develop business and provide expert advice to HNW clients.Key Responsibilities:Provide comprehensive financial planning services to clients, including lifestyle...

  • Financial Planning Expert

    1 month ago

    Lichfield, Staffordshire, United Kingdom Eden Resourcing Full time

    Financial Planning RoleWe are seeking an experienced Financial Planner to join our team at Eden Resourcing. As a Financial Planning Expert, you will work closely with our Managing Director to develop business and provide expert advice to HNW clients.Key Responsibilities:Provide comprehensive financial planning services to clients, including lifestyle...

  • Financial Planning Expert

    1 month ago

    Lichfield, Staffordshire, United Kingdom Eden Resourcing Full time

    Financial Planning RoleWe are seeking an experienced Financial Planner to join our team at Eden Resourcing. As a Financial Planning Expert, you will work closely with our Managing Director to develop business and provide expert advice to HNW clients.Key Responsibilities:Provide comprehensive financial planning services to clients, including lifestyle...

  • Financial Planning Expert

    1 month ago

    Lichfield, Staffordshire, United Kingdom Eden Resourcing Full time

    Financial Planning RoleWe are seeking an experienced Financial Planner to join our team at Eden Resourcing. As a Financial Planning Expert, you will work closely with our Managing Director to develop business and provide expert advice to HNW clients.Key Responsibilities:Provide comprehensive financial planning services to clients, including lifestyle...

  • Financial Planning Expert

    1 month ago

    Lichfield, Staffordshire, United Kingdom Eden Resourcing Full time

    Financial Planning RoleWe are seeking an experienced Financial Planner to join our team at Eden Resourcing. As a Financial Planning Expert, you will work closely with our Managing Director to develop business and provide expert advice to HNW clients.Key Responsibilities:Provide comprehensive financial planning services to clients, including lifestyle...

  • Financial Planning Expert

    1 month ago

    Lichfield, Staffordshire, United Kingdom Eden Resourcing Full time

    Financial Planning OpportunityWe are seeking a skilled Financial Planner to join our team at Eden Resourcing. As a Financial Planning Expert, you will work closely with our Managing Director to develop business and provide expert advice to HNW clients.Key Responsibilities:Conduct comprehensive review meetings to understand clients' goals, objectives, and...

  • Financial Planning Expert

    1 month ago

    Lichfield, Staffordshire, United Kingdom Eden Resourcing Full time

    Financial Planning OpportunityWe are seeking a skilled Financial Planner to join our team at Eden Resourcing. As a Financial Planning Expert, you will work closely with our Managing Director to develop business and provide expert advice to HNW clients.Key Responsibilities:Conduct comprehensive review meetings to understand clients' goals, objectives, and...

  • Financial Planning Expert

    1 month ago

    Lichfield, Staffordshire, United Kingdom Eden Resourcing Full time

    Financial Planning RoleWe are seeking an experienced Financial Planner to join our team at Eden Resourcing. As a Financial Planning Expert, you will work closely with our Managing Director to develop business and provide expert advice to HNW clients.Key Responsibilities:Provide comprehensive financial planning services to clients, including lifestyle...

  • Financial Planning Expert

    1 month ago

    Lichfield, Staffordshire, United Kingdom Eden Resourcing Full time

    Financial Planning RoleWe are seeking an experienced Financial Planner to join our team at Eden Resourcing. As a Financial Planning Expert, you will work closely with our Managing Director to develop business and provide expert advice to HNW clients.Key Responsibilities:Provide comprehensive financial planning services to clients, including lifestyle...

  • Financial Planning Expert

    3 weeks ago

    Lichfield, Staffordshire, United Kingdom Eden Resourcing Full time

    Financial Planning RoleWe are seeking an experienced Financial Planner to join our team at Eden Resourcing. As a Financial Planning Expert, you will work closely with our Managing Director to develop business and provide expert advice to HNW clients.Key Responsibilities:Provide comprehensive financial planning services to clients, including lifestyle...

  • Financial Planning Expert

    3 weeks ago

    Lichfield, Staffordshire, United Kingdom Eden Resourcing Full time

    Financial Planning RoleWe are seeking an experienced Financial Planner to join our team at Eden Resourcing. As a Financial Planning Expert, you will work closely with our Managing Director to develop business and provide expert advice to HNW clients.Key Responsibilities:Provide comprehensive financial planning services to clients, including lifestyle...

  • Financial Planning Expert

    2 weeks ago

    Lichfield, Staffordshire, United Kingdom Eden Resourcing Full time

    Are you a seasoned Financial Planner seeking a new challenge with a reputable firm?This role would suit a chartered individual committed to delivering exceptional lifestyle financial planning services and looking to build a career in a progressive boutique financial planning firm.Due to continued success in providing advice to high net worth clients, this...

  • Financial Planning Assistant

    4 weeks ago

    Lichfield, Staffordshire, United Kingdom mbf. Full time

    About the Role:We are seeking a talented Paraplanner to join our team in Lichfield, working closely with a highly successful group of Financial Planners and their clients. As a Paraplanner, you will be an integral part of a growing team, providing comprehensive support to ensure that clients receive first-class financial advice and services.Key...

  • Financial Planning Assistant

    4 weeks ago

    Lichfield, Staffordshire, United Kingdom mbf. Full time

    About the Role:We are seeking a talented Paraplanner to join our team in Lichfield, working closely with a highly successful group of Financial Planners and their clients. As a Paraplanner, you will be an integral part of a growing team, providing comprehensive support to ensure that clients receive first-class financial advice and services.Key...

  • Financial Planning Assistant

    3 weeks ago

    Lichfield, Staffordshire, United Kingdom mbf. Full time

    About the RoleWe are seeking a talented Paraplanner to join our team in Lichfield, working closely with a highly successful group of Financial Planners and their clients. As a Paraplanner, you will be an integral part of a growing team, providing comprehensive support to ensure that clients receive first-class financial advice and services.Key...

  • Financial Planning Assistant

    3 weeks ago

    Lichfield, Staffordshire, United Kingdom mbf. Full time

    About the RoleWe are seeking a talented Paraplanner to join our team in Lichfield, working closely with a highly successful group of Financial Planners and their clients. As a Paraplanner, you will be an integral part of a growing team, providing comprehensive support to ensure that clients receive first-class financial advice and services.Key...

  • Financial Planning Assistant

    3 weeks ago

    Lichfield, Staffordshire, United Kingdom mbf. Full time

    About the RoleWe are seeking a skilled Paraplanner to join our team at mbf. in Lichfield. As a Paraplanner, you will play a crucial role in providing comprehensive support to our Financial Planners and their clients.Key ResponsibilitiesResearch & Analysis: Conduct thorough research and analysis of financial products and services to ensure all recommendations...