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Senior financial planner

Ennis
beBeeFinancialAdvisor
Financial planner
Posted: 18h ago
Offer description

Are you looking for a challenging and rewarding role where you can utilize your skills and experience to make a meaningful impact?


Job Description

Our organization is seeking a highly motivated and performance-driven individual to join our team as a Financial Planning Advisor.

This is an excellent opportunity to work with a large and growing division, contributing to the development of key strategic areas. The successful candidate will have the chance to build strong relationships with customers and stakeholders, generating referrals and converting them into meetings.

The ideal candidate will possess a strong understanding of financial planning products and a moderate knowledge of other relevant product lines. They will be able to provide expert advice to customers covering all their financial needs, particularly in the areas of protection, investment, savings, and pensions.

In this role, you will be working closely with regional and local management to support the achievement of business goals and objectives. You will also be responsible for developing and maintaining strong partnerships with colleagues across multiple channels.


Required Skills and Qualifications

* Full QFA qualification
* Proficient in Microsoft Office


Benefits

* Market leading pension scheme
* Healthcare scheme
* Variable pay
* Employee assistance programme
* Family leave options
* Two volunteer days per year


Why Work for Us?

We are committed to offering our employees choice and flexibility in how we work and live. Our hybrid working model enables our people to balance their time between working from home and their designated office, subject to their role, the needs of our customers and business requirements.

Our organization prides itself on being an equal opportunities employer, and we are committed to providing reasonable accommodations for applicants and employees.

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