Financial Planner

Job Description

We are seeking a qualified Financial Planner to join our Brighton office. The successful candidate will provide expert financial advice to our clients, helping them achieve their financial objectives through detailed analysis and strategic planning. You will be responsible for developing financial plans, assessing clients' financial situations, and offering tailored investment recommendations.

Responsibilities

• Establish financial goals and create comprehensive plans to meet them.
• Evaluate insurance needs and recommend appropriate coverage.
• Provide guidance on investment and wealth management options.
• Review and adjust financial plans periodically based on client feedback.
• Develop marketing materials to attract new clients.
• Collaborate with other financial professionals to enhance client services.

Requirements

Education

• Bachelor's degree in Finance or Business
• Master's degree in Finance is an advantage

Experience

• 5+ years of relevant experience

Technical Skills

• Retirement Planning
• Tax Planning

Soft Skills

• Interpersonal Skills
• Analytical Thinking

Certifications

• Fellow of the Chartered Insurance Institute (FCII)
• Certified Financial Planner (CFP)

Languages

• English: Fluent

Advantageous

• Experience with risk analysis tools: Proficient in using analytical tools for risk management.
• Knowledge of international investment strategies: Experience in advising clients on international investment options.

Benefits

• Attractive salary package with bonuses
• Health, dental, and vision insurance
• Generous pension plan with contributions
• Work-life balance initiatives
• Support for continued education and certifications

Company Culture

• Integrity: We adhere to the highest ethical standards in all our dealings.
• Innovation: We embrace innovative strategies and tools to best serve our clients.
• Inclusivity: We strive to create a welcoming environment for all team members.