Client-Focused Financial Planner - Investments & Pensions

RGH-Global Ltd; Minehead; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm in the United Kingdom is looking for a Financial Planner to manage client portfolios and provide expert financial advice. The ideal candidate should possess strong communication skills, an analytical mindset, and the ability to build long-term relationships with clients. This position offers a competitive salary and opportunities for professional development, along with health insurance and a company pension.

Benefits

Competitive salary package

Support with professional development

Health insurance

Company pension

Qualifications

• Proven experience in delivering first-class financial advice.
• Ability to assess clients' financial situations.
• Eagerness to learn and adapt.

Responsibilities

• Assess clients' financial situations, including income and liabilities.
• Provide tailored advice on pensions and investments.
• Conduct annual review meetings with clients.

Skills

Strong communication skills

Analytical skills

Client-first mindset

Job description

A financial services firm in the United Kingdom is looking for a Financial Planner to manage client portfolios and provide expert financial advice. The ideal candidate should possess strong communication skills, an analytical mindset, and the ability to build long-term relationships with clients. This position offers a competitive salary and opportunities for professional development, along with health insurance and a company pension.