Financial Planning Expert Opportunity
A leading financial organization is seeking a skilled Financial Planning Consultant to join their growing team, focusing on retirement planning, investments, and financial wellbeing.
About the Role
The ideal candidate will value independence and contribute to meeting client needs through collaborative decision-making.
* Deliver expert financial planning advice to individual clients, including pensions, investments, and wealth management, while maintaining exceptional relationship management skills.
* Provide specialist financial advice to individuals, supporting the delivery of member services for corporate clients.
Key Responsibilities
Work towards and exceed commercial and financial targets, contributing to the development and mentorship of junior team members, with qualifications including CFP certification.
You will have:
* At least 3 years in individual financial planning experience.
* Exceptional communication and interpersonal skills, with the ability to build long-term client trust.
Requirements
Required skills include:
* CFP qualification.
* Strong analytical and problem-solving skills.
For more information, please contact us in confidence.