Financial Planner

Job Description

Looking for a Financial Planner to work within our London office. You will offer comprehensive financial planning services, from retirement planning to investment management, ensuring that our clients' financial objectives are met. Excellent interpersonal skills and a strong technical background are essential.

Responsibilities

• Create and deliver detailed presentations of financial plans to clients.
• Conduct detailed analyses of clients' financial needs.
• Collaborate with internal teams to enhance service delivery.
• Educate clients on financial products and market trends.
• Utilise financial modelling techniques to provide accurate forecasts.
• Ensure compliance with all regulatory requirements.

Requirements

Education

• Bachelor's degree in Finance, Business, or related field
• Relevant certifications (CFP, CIMA) are preferred

Experience

• 3+ years of experience in financial planning or wealth management

Technical Skills

• Financial Analysis
• Investment Management
• Taxation Knowledge

Soft Skills

• Interpersonal Skills
• Analytical Thinking

Certifications

• Certified Financial Planner (CFP)
• Chartered Institute for Securities & Investment (CISI) accreditation

Languages

• English: Fluent

Advantageous

• Experience with financial modelling tools: Hands-on experience with tools such as Excel for financial modelling.
• Proficiency in financial planning software: Familiarity with industry-standard software for planning purposes.

Benefits

• Competitive salary with performance bonuses
• Generous holiday entitlement
• Pension scheme with employer contributions
• Professional development and training opportunities

Company Culture

• Supportive Environment: Our firm promotes a supportive culture encouraging personal and professional growth.
• Client-Centric Approach: We prioritise our clients' needs and work diligently to exceed their expectations.
• Collaborative Teamwork: Teamwork is essential to our success, and we encourage collaboration across all departments.