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Financial Services Professional
2 months ago
Our client, a leading Independent Resourcing Consultancy Ltd, is seeking an experienced Financial Planner to join their team. As a Financial Planner, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, taking into account their individual needs and circumstances.
- Provide ongoing financial advice and guidance to clients, helping them to make informed decisions about their financial affairs.
- Build and maintain strong relationships with clients, understanding their financial goals and objectives and providing tailored solutions to meet their needs.
- Stay up-to-date with the latest financial products and services, ensuring that clients have access to the best possible advice and guidance.
- Work closely with other members of the team to ensure that clients receive a seamless and comprehensive service.
- Proven experience as a Financial Planner, with a strong track record of delivering high-quality financial advice and guidance.
- Industry-recognized qualifications, such as a Chartered Financial Planner (CFP) designation.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to analyze complex financial data and provide clear and concise advice.
- Ability to work in a fast-paced environment, with multiple priorities and deadlines.
- A competitive salary and benefits package.
- Ongoing training and development opportunities, to help you achieve your career goals.
- A collaborative and supportive team environment, with opportunities to work with experienced professionals.
- The chance to make a real difference in the lives of our clients, helping them to achieve their financial goals and objectives.
