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.
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
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