Financial Planner

TN United Kingdom; Cheadle; On-site; GBP 45,000 - 55,000; Full time

Job summary

An established industry player is looking for a motivated Financial Planner to join their team in Cheadle. This role involves providing comprehensive financial planning services to clients, helping them achieve their financial goals. You will assess clients' financial situations, develop tailored plans, and maintain strong relationships through regular communication. If you are passionate about finance and enjoy helping individuals navigate their financial journeys, this opportunity is perfect for you. Join a dynamic team and make a significant impact on clients' financial futures.

Qualifications

• Strong knowledge of financial planning and investment strategies.
• Excellent communication skills for client interactions.

Responsibilities

• Assess clients’ financial situations and develop customized financial plans.
• Provide ongoing support and adjust plans based on market conditions.

Skills

Financial Planning

Client Relationship Management

Financial Analysis

Investment Knowledge

Job description

Financial Planner - Cheadle

Position: Financial Planner

Location: Cheadle

Type: Permanent

Salary: Up to £55,000 DOE

Job Description

We are seeking a knowledgeable and motivated Financial Planner to join our client in Cheadle. The successful candidate will provide comprehensive financial planning services, helping clients achieve their financial goals.

Responsibilities

1. Assess clients’ financial situations by gathering relevant information and analyzing their current financial status.
2. Develop customized financial plans aligned with clients’ goals.
3. Provide ongoing support and advice, adjusting plans as necessary based on changes in circumstances or market conditions.
4. Build and maintain strong client relationships through regular communication and meetings.
5. Educate clients on various financial products and services to enhance their understanding of investment options.

Qualifications

Passion for helping individuals achieve their financial aspirations and relevant skills in financial services and planning.

Application Process

Send your CV to Ellie or Charlotte at Forrest Recruitment Limited. For a confidential discussion, call us at 01625 533844.

Note: Due to high application volume, only shortlisted candidates will be contacted.