Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Posted by Pavilion Recruitment Solutions • £50K/yr to £75K/yr
Job Overview
As a Financial Planner, you will provide expert financial advice to clients, helping them achieve their financial goals and ensuring their long-term financial security.
You will be responsible for understanding clients' financial needs, creating tailored financial plans, and recommending appropriate financial products.
General
Position Type: Full-Time/Permanent - Employed and Self Employed opportunities available
Building and maintaining the companies financial plan
Reed Accountancy & Finance are currently supporting our client based in Dover who are currently looking for a Financial Planning Analyst (FP&A) on a temporary basis.
The ideal Financial Planning Analyst (FP&A) would need to be able to show experience with the following duties: