Financial Planner

Job Description

We are seeking a dedicated and experienced Financial Planner to join our dynamic team in Southampton. You will be responsible for providing expert financial advice, developing tailored financial plans, and assisting clients in achieving their financial objectives. The ideal candidate will possess strong analytical skills and a passion for helping clients navigate their financial journeys.

Responsibilities

• Assist clients in understanding their financial needs and risk tolerance.
• Create and implement customized investment portfolios.
• Review and update financial plans to align with changing client needs.
• Ensure effective communication with clients regarding their plans and market changes.

Requirements

Education

• Bachelor's degree in Finance or Economics
• Master's degree in Business Administration (MBA) is a plus

Experience

• 5+ years of experience in a similar role

Technical Skills

• Risk Assessment
• Tax Planning

Soft Skills

• Analytical Thinking
• Interpersonal Skills

Certifications

• CFA Level 1 or 2
• Financial Risk Manager (FRM)

Languages

• English: Fluent

Advantageous

• Client management experience: Demonstrated experience in managing high-net-worth clients.
• Proficiency in financial modelling: Ability to create advanced financial models for client portfolios.

Benefits

• Attractive compensation package with bonuses
• Full health and dental coverage
• Company pension contributions
• Work-life balance with flexible hours

Company Culture

• Supportive Environment: Our workplace is supportive, allowing employees to thrive and collaborate effectively.
• Innovation: We encourage innovative thinking and ideas to improve our services.
• Diversity: We highly value diversity and inclusiveness in our team.