Financial Planner

About the Role

Our client is seeking a dedicated and client-focused Financial Planner to join their advisory practice in Derby . You will be responsible for developing and implementing personalized financial strategies for clients, encompassing retirement planning, investment management, tax efficiency, and estate planning. Building strong client relationships and providing expert financial guidance are central to this role. This is an ideal opportunity for a qualified planner to manage a client portfolio and contribute to the success of a reputable financial advisory firm.

Key Responsibilities

• Conduct comprehensive financial needs analyses for individual and business clients.
• Develop tailored financial plans covering investments, retirement, insurance, and estate planning.
• Provide ongoing advice and support to clients to help them achieve their financial goals.
• Research and recommend suitable financial products and investment strategies.
• Stay current with market trends, financial products, and regulatory changes affecting clients in Derby .
• Build and maintain strong, long-term relationships with clients through exceptional service.

Requirements

• Relevant professional qualifications (e.g., CII Diploma in Financial Planning or equivalent).
• Proven experience as a Financial Planner or Financial Advisor.
• Strong knowledge of investment principles, tax planning, and retirement strategies.
• Excellent communication, presentation, and interpersonal skills.
• Proficiency in financial planning software and CRM systems.
• A strong commitment to ethical conduct and client best interests.

Benefits

• Competitive salary with commission and bonus potential.
• Comprehensive benefits package including health and pension schemes.
• Support for ongoing professional development and certifications.
• Opportunities to build a strong client base and progress within the firm.
• A supportive and collaborative professional environment.