Financial Planner

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

Overview

Our client isseeking a skilled and motivated Financial Planner to join a growing team. This role requires a self-driven individual who can listen carefully to clients, provide clear advice, and support them in achieving their financial goals. You will be responsible for managing an existing portfolio of clients while building strong, long-term relationships and offering trusted guidance across areas such as investments, savings, and pensions. The ideal candidate will be an excellent communicator with a client-focused approach, strong analytical skills, and proven experience in delivering first-class financial advice.

Key Responsibilities

• Assess clients financial situations, including income, expenditure, and liabilities.
• Provide tailored advice on pensions, insurance, and investment planning.
• Conduct annual review meetings and maintain ongoing client relationships.
• Monitor client needs and adapt financial plans as required.
• Present and promote appropriate financial solutions.
• Collaborate effectively with colleagues to deliver a seamless service.
• Stay up to date with relevant regulations, market trends, and financial products.

Requirements

• Strong communication and presentation skills.
• Excellent attention to detail, problem-solving ability, and eagerness to learn.
• A client-first mindset with the ability to build lasting professional relationships.

What’s on Offer

• Competitive salary package.
• Support with continued professional development.
• Health insurance and company pension.