Financial Planner

Job Description

We are seeking a Financial Planner to join our Birmingham team. The ideal candidate will possess a deep understanding of financial planning, investment strategies, and wealth management principles. This role involves working closely with clients to develop tailored financial plans that meet their individual needs and objectives.

Responsibilities

• Conduct regular reviews of financial plans and client portfolios.
• Educate clients on financial products and services.
• Utilize financial planning software to analyse client data.
• Assist in compliance with financial regulations and company policies.
• Participate in training and development opportunities to enhance skills.

Requirements

Education

• Bachelor's degree in Economics, Finance, or related discipline
• Relevant financial planning certifications are an advantage

Experience

• 2+ years of relevant experience in financial advisory roles

Technical Skills

• Portfolio Management
• Regulatory Knowledge

Soft Skills

• Analytical Thinking
• Problem Solving

Languages

• English: Fluent

Advantageous

• Experience in risk management and insurance planning: Knowledge of risk assessment and insurance products.
• Proficiency in financial modelling and forecasting: Ability to create financial models to predict client outcomes.

Benefits

• Generous annual leave and flexible working arrangements
• Health and wellness programs
• Team-building activities and events
• Support for pursuing additional certifications

Company Culture

• Continuous Improvement: We encourage a culture of continuous learning and professional growth.
• Diversity and Inclusion: Our workplace embraces diversity and encourages contributions from all backgrounds.
• Work-Life Balance: We support our employees' well-being and promote a healthy work-life balance.