Job Title: Financial PlannerLocation: High WycombePosition Type: Full-Time/Permanent - Employed and Self Employed opportunities availableSalary: £50,000 - £75,000+ plus Bonus on New and Ongoing fees
Job Overview:
As a Financial Planner, you will provide expert financial advice to clients, helping them achieve their financial goals and ensuring their long-term financial security. You will be responsible for understanding clients’ financial needs, creating tailored financial plans, and recommending appropriate financial products. This role requires a deep understanding of financial regulations, investment options, and client management.
Key Responsibilities:
Client Relationship Management:
* Develop and maintain long-term relationships with clients.
* Conduct in-depth reviews of clients’ financial circumstances, current provision, and future aims.
* Identify clients’ financial objectives, risk tolerance, and current financial situation.
Financial Planning and Advice:
1. Create and present tailored financial plans that include savings, investments, insurance, tax strategies, and retirement planning.
2. Recommend suitable financial products based on clients’ needs and risk profile.
3. Provide clear, comprehensive, and unbiased financial advice in compliance wi...