Financial Planner

Job Description

As a Financial Planner at Financial Strategies Ltd., you will provide expert financial advice and develop financial strategies for clients in Birmingham. You will need to build strong relationships and ensure clients feel supported in their financial journey.

Responsibilities

• Create and implement client financial strategies that align with their goals.
• Monitor and report on client investment performance.
• Educate clients about financial concepts and investment options.
• Secure referrals through exceptional client service.
• Engage in continuous professional development to enhance skills.
• Utilise financial software and tools to analyse data and create projections.

Requirements

Education

• Master's degree in Finance or related field is preferred

Experience

• 5+ years of experience in financial services or advisory roles

Technical Skills

• Tax Planning
• Retirement Planning

Soft Skills

• Interpersonal Skills
• Analytical Thinking

Certifications

• Chartered Financial Analyst (CFA)

Languages

• English: Fluent

Advantageous

• Holds additional certifications in financial planning: Possession of relevant financial certifications enhances credibility.
• Strong network within the financial community: Connections with other financial professionals for referrals and insights.

Benefits

• Annual leave entitlements above industry standards
• Flexible working hours
• Regular team-building activities
• Access to financial planning resources and tools

Company Culture

• Integrity: We uphold the highest standards of integrity and professionalism.
• Innovation: Encouraging innovative solutions to meet our clients' financial needs.
• Work-life Balance: We value the work-life balance and offer flexibility in our workplace.