Job Overview
The role of a Financial Planning Specialist involves delivering tailored advice to individual clients on retirement planning, investment strategies and comprehensive financial guidance.
* Engage with clients to generate leads and undertake project work
* Provide expert financial guidance to an existing client base
* Develop and maintain strong relationships with the client portfolio
* Identify new business opportunities through internal and external channels
* Achieve agreed sales targets and team-based goals
* Adhere to industry standards and regulatory requirements
* Manage local projects that contribute to the overall team proposition
* Previous experience in consultative financial planning using advanced tools and methodologies
* Acquired or working towards a professional qualification in financial planning
* Excellent interpersonal skills with the ability to build and maintain strong client relationships
* Proven track record of delivering on agreed sales targets
* Understanding of relevant regulatory frameworks and compliance
* Ability to generate leads from a corporate client base
* Strong internal relationships, trust and credibility
* Excellent communication and presentation skills
* Team player with a focus on collaborative working
* Possession of a valid driver's license
* Competitive remuneration package
* Comprehensive benefits including bonus, pension scheme, health allowance, life assurance and other perks
* Agile working environment supporting work-life balance
* Two global wellbeing days each year and flexible working solutions
* Learning culture for career growth and development
* Organisation values diversity and inclusion in the workplace
* Commitment to equality of opportunity