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Financial Planner
Position: Financial Planner
Location: Cheadle
Type: Permanent
Salary: Up to £55,000 DOE
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.
- Assess clients’ financial situations by gathering relevant information and analyzing their current financial status.
- Develop customized financial plans aligned with clients’ goals.
- Provide ongoing support and advice, adjusting plans as necessary based on changes in circumstances or market conditions.
- Build and maintain strong client relationships through regular communication and meetings.
- Educate clients on various financial products and services to enhance their understanding of investment options.
Passion for helping individuals achieve their financial aspirations and relevant skills in financial services and planning.
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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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