Financial Planning Advisor
We are seeking a highly skilled Financial Planning Advisor to join our team. As a key member of our team, you will be responsible for providing expert financial planning advice to clients and helping them make informed decisions about their finances.
The ideal candidate will have a strong background in financial planning and excellent communication skills. They will be able to build trust with clients and provide tailored advice that meets their individual needs.
The role involves working closely with clients to understand their financial goals and develop personalized plans to achieve them. This may include creating detailed financial models, analyzing investment options, and identifying areas where clients can improve their financial situation.
In addition to client-facing work, the successful candidate will also contribute to business development efforts by generating new leads and building relationships with potential clients.
Key responsibilities include:
* Providing expert financial planning advice to clients
* Building and maintaining strong relationships with clients and other stakeholders
* Developing and implementing effective business development strategies
* Meeting sales targets and contributing to team goals
We offer a competitive salary and a comprehensive benefits package, including a generous discretionary bonus, pension scheme, healthcare allowance, life assurance, and other benefits.
If you are a motivated and ambitious individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.