Financial Planner

Job Description

Join our forward-thinking team as a Financial Planner in Derry, where you will play a key role in guiding clients through complex financial landscapes. You'll be responsible for developing customised financial strategies and advisory services, ensuring clients achieve their financial aspirations.

Responsibilities

• Prepare detailed reports and presentations for client financial reviews.
• Advise clients on retirement planning and wealth accumulation strategies.
• Ensure compliance with financial regulations and ethical standards.
• Provide training and mentorship to junior financial advisors.
• Assist in the development of marketing strategies to attract new clients.
• Participate in continuous professional education to enhance financial planning skills.

Requirements

Education

• Bachelor's degree in Accounting or Business Administration
• Master's degree in Finance is a plus

Experience

• 5+ years of experience in financial advisory roles

Technical Skills

• Risk Assessment
• Tax Planning

Soft Skills

• Analytical Skills
• Interpersonal Skills

Certifications

• Financial Risk Manager (FRM)
• CFP Certification

Languages

• English: Fluent

Advantageous

• Certified Investment Management Analyst (CIMA): Certification indicating advanced investment management knowledge.
• Proven track record of client retention and satisfaction: Demonstrated success in maintaining long-term client relationships.

Benefits

• Attractive salary package and annual bonuses
• Generous pension plan with matching contributions
• Full health, dental, and vision coverage
• Work-life balance initiatives
• Access to training and certification programs

Company Culture

• Teamwork and Collaboration: We promote a collaborative environment where teamwork is key to our success.
• Diversity and Inclusion: We are committed to fostering a diverse and inclusive workplace.
• Innovation: Emphasizing innovative solutions to meet our clients' needs.