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Financial Planning Specialist

1 month ago

Doncaster, Doncaster, United Kingdom The Oakfield Group Full time
Job Overview
As a Financial Advisor at The Oakfield Group, you will be responsible for providing expert financial guidance and advice to clients based on their individual financial goals and objectives. You will assist clients in making informed decisions regarding investments, savings, and financial planning, ensuring they achieve their long-term financial aspirations.

Duties
- Conducting in-depth financial assessments for clients to understand their financial situation and goals
- Developing tailored financial plans that cater to individual client needs and risk tolerance
- Providing recommendations on investments, pensions, and insurance products to help clients achieve their financial objectives
- Regularly monitoring and reviewing client portfolios to ensure they remain aligned with their goals
- Staying up-to-date with the latest financial market trends and regulations to provide expert advice
- Building and maintaining strong, long-term relationships with clients based on trust and exceptional service

Requirements
Previous experience in financial planning is essential, preferably from an IFA background. Experience in client-centric, long-term planning is highly valued.

Benefits
The Oakfield Group offers a competitive package, including a bonus scheme, company pension, free parking, and private medical insurance.