Financial Planner

RGH-Global Limited; Minehead; On-site; GBP 40,000 - 55,000; Full time

Job summary

A financial services company in the UK is seeking a skilled Financial Planner to join their team. The role involves managing client portfolios and providing tailored financial advice on investments, savings, and pensions. The ideal candidate should possess strong communication skills, an analytical mindset, and a client-first approach, with a focus on building lasting relationships. Offers a competitive salary and benefits including health insurance and a pension plan.

Benefits

Competitive salary package

Support with continued professional development

Health insurance

Company pension

Qualifications

• Proven experience in delivering first-class financial advice.
• Ability to manage client portfolios effectively.
• Strong analytical skills.

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.

Skills

Strong communication and presentation skills

Attention to detail

Problem-solving ability

Client-first mindset

Job description

Financial Planner

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.

Whats on Offer:

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