Financial Planning Professional
About the Role
We are seeking a highly skilled Financial Planner to join our team. As a key member of our advisory group, you will be responsible for delivering exceptional financial planning services to our clients. This is an excellent opportunity for someone who is passionate about providing tailored solutions and building strong relationships with clients.
Job Description
In this role, you will work closely with our lead advisor to shadow client meetings, take detailed notes, and document all interactions clearly. You will also be responsible for delegating tasks to our support team and managing follow-through on all client matters. Additionally, you will provide technical research and build financial strategies and reports for new and existing clients.
Required Skills and Qualifications
You must have a QFA, CFP, or Chartered qualification. A solid understanding of cashflows, tax, pensions, and investment planning is essential. You should also have experience with planning tools like CashCalc/Voyant and be able to learn quickly. Strong written and verbal communication skills are required, as well as being organized, driven, and able to take initiative.
Benefits
This role offers a flexible schedule and the ability to work from home (80%). You will also have opportunities to work on ad-hoc projects with our team to improve our services and client outcomes. We offer a supportive and collaborative environment where you can grow and develop your career.
What We Are Looking For
We are looking for someone who is technically qualified, has excellent attention to detail, and is comfortable working in a remote setting. If you are a motivated and organized individual who is passionate about financial planning, we would love to hear from you.