Job Summary
As a financial planning professional, you will provide expert guidance to clients on investment strategies, pensions, savings, and protection solutions.
Key Responsibilities:
* Develop and implement tailored financial plans for clients, incorporating their unique goals and objectives.
* Manage a portfolio of existing clients, fostering relationships and identifying opportunities to expand the client base within your region.
* Identify potential business opportunities and develop strategic plans to achieve performance targets.
Requirements:
* Possess a strong understanding of financial planning principles, including taxation, auditing, and accountancy.
* Demonstrate exceptional communication skills, with the ability to effectively engage with clients and colleagues alike.
Our Ideal Candidate
A highly motivated individual with a passion for delivering exceptional client service. This role offers a challenging and rewarding career path for an experienced financial planner looking to take their skills to the next level.