Financial Planner

Minehead - UK

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Financial Planner

Our client is seeking a skilled and motivated Financial Planner to join a growing team.

This role requires a self-driven individual who can listen carefully to clients provide clear advice and support them in achieving their financial goals. You will be responsible for managing an existing portfolio of clients while building strong long-term relationships and offering trusted guidance across areas such as investments savings and pensions.

The ideal candidate will be an excellent communicator with a client-focused approach strong analytical skills and proven experience in delivering first-class financial advice.

Key Responsibilities:

Assess clients financial situations including income expenditure and liabilities.
Provide tailored advice on pensions insurance and investment planning.
Conduct annual review meetings and maintain ongoing client relationships.
Monitor client needs and adapt financial plans as required.
Present and promote appropriate financial solutions.
Collaborate effectively with colleagues to deliver a seamless service.
Stay up to date with relevant regulations market trends and financial products.

Requirements:

Strong communication and presentation skills.
Excellent attention to detail problem-solving ability and eagerness to learn.
A client-first mindset with the ability to build lasting professional relationships.

Whats on Offer:

Competitive salary package.
Support with continued professional development.
Health insurance and company pension.

Financial Planner Our client is seeking a skilled and motivated Financial Planner to join a growing team. This role requires a self-driven individual who can listen carefully to clients provide clear advice and support them in achieving their financial goals. You will be responsible for managing an ...