Financial Planner

2 weeks ago

St Mellons, United Kingdom Brook Street Full time

**Financial Planner**

My client is looking for a Financial Planner to join their team. You will provide clients with advice and make recommendations and ways to best utilise their assets to achieve their objectives. You will offer expert advice on suitable mortgages, investments,insurance, tax and private pensions and create valuable financial plans for different clients.

Specific duties and responsibilities
- Conduct in-depth reviews of clients financial circumstances, current provision and future aims based on their changing needs and circumstances.
- Analyse information and present Financial Plans
- Design financial strategies
- Assist clients to make informed decisions
- Maintain professional qualifications, e.g. ongoing assessments and structured Continuous Personal Development (CPD)

**Qualifications**:

- Level 4 Diploma
- 5 years experience within a client service environment
- 5 years experience in delivering client advice
- Good communication and computer literacy skills.
- Good presentation skills

**Benefits**:

- 28 Days holiday + Bank Holidays
- A week off in between Christmas and New year - without eating in to your allowance
- Company pension
- Private Medical Insurance
- Free Parking on site
- Summer and Christmas discretionary bonus
- Team away day every January
- Separate client and staff Christmas

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