Financial Planner

Job Description

As a Financial Planner in Portsmouth, you will be responsible for guiding clients through their investment journeys. You will develop personalised financial strategies, conduct in-depth market analysis, and provide insights to help clients make informed financial decisions. Your expertise will play a crucial role in driving client satisfaction and loyalty.

Responsibilities

• Provide expert financial advice on investments, savings, and retirement plans.
• Develop strong working relationships with clients to understand their needs.
• Create financial models to forecast client financial needs.
• Perform audits on existing portfolios and suggest improvements.
• Engage with clients to explain complex financial concepts simply.
• Plan and attend client events to enhance client relationships.
• Follow market trends and economic news that may impact client investments.
• Review client feedback to enhance service delivery.
• Actively participate in team meetings to share insights and strategies.
• Ensure confidentiality and integrity of client information.

Requirements

Education

• Bachelor's degree in Business Administration or Finance
• Master's degree is an advantage

Experience

• 5+ years of experience in client-focused financial planning

Technical Skills

• Financial Modelling
• Regulatory Compliance
• Client Relationship Management Systems

Soft Skills

• Negotiation Skills
• Time Management
• Critical Thinking

Certifications

• Certified Financial Planner (CFP)
• Securities Industry Essentials (SIE)

Languages

• English: Fluent

Advantageous

• Certified Financial Risk Manager (CFRM): Certification demonstrating expertise in risk management strategies.
• Experience with Financial Planning Software: Proficient in using financial planning software tools for client analysis.

Benefits

• Generous annual leave and paid time off
• Professional development and training opportunities
• Employee wellness programs
• Work-life balance initiatives

Company Culture

• Diversity and Inclusion: We believe in building a diverse workforce and creating an inclusive environment for all.
• Community Engagement: We actively engage with the local community, promoting social responsibility initiatives.
• Flexibility: Flexible working arrangements are encouraged to support work-life balance.