Financial Planner
Williams Watches
Dewsbury, UK
6d ago

We are looking for a Financial Planner to help clients manage their finances.

You will be our clients’ trusted advisor in areas including investments, cash flow, savings and debt management.

Our financial planner should be an effective communicator with experience in financial planning and business development.

If you’re analytical, meticulous and customer-oriented, we’d like to meet you.

Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.

Responsibilities

Analyze clients’ financial statuses

Examine and suggest financial opportunities

Develop sound plans and budgets for clients

Customize financial plans according to clients’ changing needs

Help clients implement their plans and carry out transactions

Present and sell suitable financial products and services

Find and approach prospective clients

Build strong relationships to retain existing clients

Maintain updated knowledge of regulations, practices and financial products

Requirements

Proven experience as financial planner or similar role; experience in sales or customer service is an asset

Ability to analyze financial information and comply with regulations

Attention to detail and strong math skills

Strong ethics, with a customer-oriented attitude

Outstanding communication skills, with the ability to foster long-term relationships

GBP 49000 to 54000 per year

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