Financial Planning Specialist
We are seeking a skilled Financial Planning Specialist to provide tailored advice to individual clients on retirement planning, investments and all areas of financial planning.
* Meet with clients to understand their financial goals and develop customized plans
* Provide expert advice on retirement planning, investments and other areas of financial planning
* Manage and continuously build relationships with the client portfolio
* Develop new business opportunities through internal and external channels
Our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self.
Benefits:
A competitive salary package including a generous discretionary bonus, great pension scheme, healthcare allowance, life assurance and other benefits.