Financial Planner

Job Description

Join our Liverpool office as a Financial Planner, where you will provide expert financial advice to clients. You will assess their financial situations and create comprehensive plans to help them reach their financial objectives.

Responsibilities

• Create holistic financial strategies that address both short-term and long-term client objectives.
• Integrate feedback from clients to adjust financial plans as necessary.
• Deliver presentations to clients on market conditions and potential investment strategies.
• Coordinate with tax advisors and attorneys to ensure clients' plans are comprehensive.
• Provide exceptional client service by addressing inquiries promptly and professionally.
• Engage in continuous professional development to enhance industry knowledge and skills.

Requirements

Education

• Bachelor's degree in Finance or related field
• Master's degree or professional qualification is an advantage

Experience

• 5+ years of progressive experience in financial advising or planning

Technical Skills

• Portfolio Management
• Taxation Knowledge

Soft Skills

• Negotiation Skills
• Problem Solving

Certifications

• Wealth Management Certified Professional (WMCP)

Languages

• English: Fluent

Advantageous

• Experience in estate planning: Knowledgeable in estate planning strategies and implementation.
• Proficiency in financial software systems: Experience with multiple financial management systems for client portfolios.

Benefits

• Performance-based bonuses and annual salary reviews
• Health and wellness benefits including gym membership
• Professional development opportunities
• Work-life balance options with remote work flexibility

Company Culture

• Commitment to Excellence: Our firm is dedicated to providing the highest standards of service to our clients.
• Teamwork and Support: We foster a collaborative culture that encourages support and growth.
• Inclusivity: We value diversity and are committed to creating an inclusive work environment.