A growing Financial Services business is seeking to recruit an experienced and motivated Qualified Financial Adviser to join its team as a Senior Planner.
Job Description
Work with existing and new clients to provide expert advice on:
* Retirement planning strategies
* Personal financial health checks
* Pension provision solutions
* Investment guidance
* Life cover planning
The ideal candidate will have a strong background in Financial Planning, Retirement Planning, Investments and Life Insurance/Protection products.
This role involves working with clients to understand their financial situation and goals, developing comprehensive financial plans tailored to their needs, and providing ongoing financial advice and support.
Responsibilities include:
* Conducting detailed financial assessments to understand clients' financial situation and goals
* Developing comprehensive financial plans tailored to clients' needs
* Providing ongoing financial advice and support to clients
* Educating clients on financial matters
* Building and maintaining strong relationships with clients
Key qualifications/skills required:
* QFA designation
* Proficiency with Microsoft Office applications
* Strong understanding of Investment products and markets
* Strong analytical skills and attention to detail
* Outstanding communication and interpersonal skills
Benefits:
* Flexible work arrangements including remote work options