Job Description
We are seeking a skilled Financial Planner to join our team, where you will play a pivotal role in delivering high-quality financial services to our clients.
As a trusted adviser, you will be responsible for meeting with clients, understanding their financial goals and objectives, and providing tailored advice and solutions to meet their needs.
You will work closely with our wealth and financial planning team to deliver exceptional results and contribute to the growth and success of the business.
* Key Responsibilities:
* Conduct comprehensive reviews of client's financial needs and goals.
* Develop and implement effective financial plans to achieve client's objectives.
* Provide expert advice on investment strategies, risk management, and retirement planning.
* Collaborate with internal stakeholders to deliver seamless service and support to clients.
Required Skills and Qualifications
* Excellent communication and interpersonal skills.
* Strong organisational and time management skills.
* Ability to work effectively in a dynamic team environment.
* Background in financial planning or related field, with relevant certification.
* Desirable: CFP accreditation or commitment to complete within specified timeframe.
Benefits
National Financial Partners is committed to providing a positive and supportive work environment that fosters personal and professional growth. Our benefits package includes:
* Regular salary reviews and matched employer pension contributions.
* Life assurance and group income protection.
* Inclusive policies and procedures to ensure all employees are treated fairly.
* Support for business resource groups and educational events to foster a culture of curiosity and inclusivity.
About Us
At National Financial Partners, we specialise in helping businesses across four core areas: insurance, health and safety, employee benefits, and HR, people, and talent. We have over 600 people in the UK and Ireland and over 8,000 employees worldwide.
Our company culture prioritises your wellbeing and development, not just as an employee but as a human being. We offer a rich suite of employee benefits, out-of-work perks, and a commitment to creating a positive work-life balance.