Financial Planner

Job Description

We are searching for a skilled Financial Planner to join our team in Bath. The successful candidate will provide comprehensive financial planning services to clients, helping them make informed decisions about investments, retirement planning, and wealth management. This role requires excellent analytical skills and the ability to communicate complex financial concepts in a clear manner.

Responsibilities

• Evaluate client portfolios to recommend necessary adjustments.
• Engage with clients through regular meetings to review their financial situations.
• Maintain accurate and up-to-date records of client interactions and financial plans.
• Conduct risk assessments to ensure adequate protection of client assets.
• Work alongside team members to develop innovative financial solutions.
• Ensure compliance with all regulatory requirements and ethical standards.

Requirements

Education

• Bachelor's degree in Finance, Business Administration, or a related field
• Master's degree is a plus

Experience

• 5+ years in financial advisory positions

Technical Skills

• Tax Planning
• Retirement Planning

Soft Skills

• Analytical Thinking
• Negotiation Skills

Certifications

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

Languages

• English: Fluent

Advantageous

• MBA in Finance or related field: An MBA can enhance understanding of complex financial instruments.
• Experience with retirement plans and options: Ability to navigate various retirement plan options for clients.

Benefits

• Attractive salary with annual reviews
• Health and wellness programs
• Generous leave entitlements
• Support for professional certifications
• Opportunities for career advancement

Company Culture

• Continuous Improvement: We are committed to continuous improvement and innovation in our services.
• Diversity and Inclusion: We promote a diverse and inclusive workplace where all voices are valued.
• Work-Life Balance: We embrace a healthy work-life balance for our employees.