Job Overview:
We are seeking a skilled Financial Planner to join our team, offering expert advice and tailored financial solutions that align with regulatory standards.
Main Responsibilities:
* Deliver professional financial advice that meets regulatory requirements.
* Broaden your client base through self-generated leads, referrals, and existing clients.
* Identify and address diverse financial planning needs, helping clients achieve their objectives.
* Promote business growth by increasing assets under management (AUM) and revenue while maintaining high service standards.
The Ideal Candidate:
This role is suitable for ambitious individuals looking to grow within the financial services sector and provide top-tier advisory services.
A proven track record of managing and growing client portfolios is essential.
a high level of commercial awareness and ability to identify opportunities for business growth is necessary.
Excellent communication and interpersonal skills are required, with the ability to build trust and explain complex information clearly.
Strong organisational skills with a focus on accuracy and attention to detail are essential.
In-depth knowledge of financial planning, including pensions, investments, tax-efficient strategies, and holistic planning, is required.
A client-centric approach prioritising strong, long-term relationships and exceptional service delivery is key.