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Financial Planning Specialist

2 months ago

Stockport, Stockport, United Kingdom Lime Search & Select Ltd Full time
Financial Planning Expert Wanted

Lime Search & Select Ltd is seeking a skilled Financial Planning expert to join our team. As a Financial Planning Specialist, you will be responsible for managing a high net worth (HNW) client book and developing new business opportunities within the existing client base.

Key Responsibilities:

  1. Meet with potential new clients to understand their financial planning needs and provide tailored advice.
  2. Develop and maintain strong relationships with existing HNW clients, ensuring their financial goals are met.
  3. Collaborate with the investment team to identify and recommend suitable investment propositions.
  4. Build and maintain a network of professional connections to drive business growth.

Requirements:

To be successful in this role, you will need a Diploma in Regulated Financial Planning and a minimum of 3-4 years of experience in financial planning. You should have a strong understanding of pensions, investments, and retirement planning, as well as excellent communication and interpersonal skills.

What We Offer:

Lime Search & Select Ltd offers a competitive salary package and a bonus scheme that rewards performance. If you are a motivated and experienced Financial Planning expert looking for a new challenge, we encourage you to apply for this exciting opportunity.