Financial Planner

Job Description

We are seeking a qualified Financial Planner to join our dynamic team in London. As a Financial Planner, you will work closely with clients to develop personalised financial plans that align with their goals. You will analyse financial data, assess risks, and provide strategic recommendations to help clients make informed decisions about investments, retirement, and taxes.

Responsibilities

• Design strategic financial frameworks tailored to client needs.
• Conduct in-depth market research to inform investment decisions.
• Advise clients on retirement planning and wealth protection strategies.
• Collaborate with colleagues to enhance service offerings.
• Respond to client inquiries and resolve any financial concerns.
• Develop marketing strategies to attract new clients.
• Participate in training programmes to stay updated on financial industry trends.

Requirements

Education

• Bachelor's degree in Business Administration or Economics
• Master's degree in a related field is advantageous

Experience

• 5+ years in financial advisory or wealth management roles

Technical Skills

• Portfolio Management
• Risk Assessment

Soft Skills

• Negotiation
• Customer Service

Certifications

• Certified Financial Planner (CFP)

Languages

• English: Fluent

Advantageous

• Experience in estate planning: Ability to assist clients with estate planning and wealth transfer strategies.
• Certifications in financial coaching: Relevant certifications in coaching clients on financial wellness.

Benefits

• Health insurance including dental and vision coverage
• Generous annual leave and sick days
• Professional development opportunities
• Company-sponsored social events

Company Culture

• Inclusivity: We celebrate diversity and foster an inclusive workplace for all employees.
• Work-Life Balance: We prioritise work-life balance to maintain employee well-being and productivity.
• Community Engagement: We actively engage in community initiatives and encourage employees to volunteer.