Job Overview
We are seeking a skilled professional to take on the role of Financial Planner, responsible for delivering exceptional client experiences and driving business growth.
Responsibilities
Achieve revenue and business targets across life, pension, and investment products by providing high-quality advice and services to clients. Conduct thorough fact-finding with customers to identify and prioritize their financial needs and objectives. Actively develop and nurture internal and external relationships to promote the business. Adhere to defined quality standards, ensuring compliance with policies, procedures, and regulatory requirements.
Key Requirements
• Strong communication and organizational abilities.
• Ability to analyze issues, seek necessary support, and make informed decisions.
• Effective goal-achievement skills.
• Certification in Financial Planning (CFP) or equivalent desirable; Qualified Financial Advisor (QFA) essential.
Benefits
* Competitive remuneration package
* Comprehensive benefits program including company pension scheme, annual leave, and sick pay
* Opportunities for career development and advancement
Work Environment
* Hybrid work model allowing flexibility and work-life balance
* Collaborative and dynamic team environment
* Ongoing training and development opportunities