Open roleExternal
Financial Planner
- brighton, east sussex, BN1 1AH, United Kingdom
- Permanent·Hybrid
- Full time
- £55,000 - £55,000 Per Annum
Job Description
About the Role
Our client is looking for a dedicated and client-focused Financial Planner to join their esteemed practice in Brighton . This role is ideal for an individual passionate about helping clients achieve their long-term financial goals through expert advice and strategic planning. The position offers a hybrid working model, allowing for a balance of face-to-face client meetings and remote work, fostering efficiency and a strong client-advisor relationship. You will be a key member of a respected team within the banking and finance sector, dedicated to providing comprehensive financial solutions.
Key Responsibilities
- Develop personalized financial plans for clients, covering areas such as investments, retirement planning, insurance, and estate planning.
- Conduct comprehensive reviews of clients' financial situations, goals, and risk tolerance.
- Recommend appropriate financial products and strategies tailored to individual client needs.
- Build and maintain strong, long-term relationships with clients through regular communication and reviews.
- Stay current with market developments, financial products, and regulatory changes.
- Collaborate with other professionals, such as accountants and lawyers, to provide holistic client advice.
Requirements
- Relevant professional qualifications (e.g., CII Diploma in Financial Planning or equivalent).
- Proven experience as a Financial Planner or in a similar advisory role.
- Strong knowledge of investment products, retirement planning, and tax-efficient strategies.
- Excellent communication, presentation, and interpersonal skills.
- Ability to build rapport and trust with a diverse client base.
- Proficiency in financial planning software and CRM systems.
Benefits
- Competitive salary with attractive commission and bonus structure.
- Comprehensive health and wellness benefits package.
- Hybrid work model offering flexibility between office and remote work .
- Significant opportunities for professional development and career progression.
- A supportive and collaborative team environment in Brighton .
- Generous holiday entitlement and company pension scheme.