Job Overview
A career opportunity has arisen for a Financial Planning Specialist to join our team.
Key Responsibilities:
* Deliver expert financial guidance to clients, encompassing pensions, investments, and wealth management strategies.
* Build and manage a strong portfolio of individual clients through proactive relationship management.
* Support the delivery of high-quality services to corporate clients.
* Work towards and surpass commercial and financial performance targets.
* Contribute to the growth and development of junior colleagues through mentorship and knowledge sharing.
About You
* Possess a deep understanding of financial, pension, and investment products and solutions.
* Hold a minimum of 3 years of experience in individual financial planning.
* Develop and maintain exceptional relationship-building skills to foster long-term client trust and loyalty.
* Embody a client-centric approach, focused on delivering tailored financial solutions that meet client needs.
* Demonstrate a strong work ethic and willingness to collaborate with colleagues to achieve shared goals.