Job Description
Company Overview
Our client is an independent financial planning firm specialising in investment management, pension planning, inheritance tax, and estate planning, offering tailored advice with a client-focused approach.
Role Overview
Provide financial planning and investment advice to clients, ensuring FCA compliance and achieving revenue targets through lead generation and conversion.
Key Responsibilities
* Deliver financial advice and client reviews.
* Ensure compliance with FCA regulations.
* Drive business growth through client engagement and promoting services.
* Collaborate efficiently and manage workflows.
* Participate in projects to improve processes.
Requirements
* Level 4 Diploma in Financial Planning with valid SPS.
* Proficiency in financial tools and planning processes.
* Strong communication, teamwork, and organisational skills.
* Ethical, detail-oriented, and self-motivated.
Package
* Competitive salary, flexible working, and growth opportunities.