Our client, a well-established financial planning firm are looking for a Financial Planner to join the team on a permanent basis.

The Financial Planner will be responsible for providing clients with expert advice on financial planning, helping them to make informed decisions to achieve their financial goals. This role involves developing tailored financial plans, managing client portfolios, and offering guidance on a range of financial products.

Key Responsibilities:

• Advise clients on financial planning strategies, including investments, pensions, mortgages, and insurance products.

• Develop and implement comprehensive financial plans tailored to individual client needs.

• Monitor and manage client investment portfolios to ensure alignment with financial goals and risk tolerance.

• Stay informed about the latest financial products, regulations, and industry trends.

• Maintain and build long-term relationships with clients, providing ongoing support and advice.

Qualifications and Experience:

• Proven experience as a Financial Planner or Financial Adviser.

• Relevant financial planning qualifications (e.g., Diploma in Financial Planning).

• Strong knowledge of investment strategies, pension schemes, mortgages, and insurance products.

• Excellent communication and interpersonal skills.

• Ability to analyse complex financial information and provide clear, actionable advice.

Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.

If you would like this job advertisement in an alternative format, please contact MERJE directly.