Financial Planner - Altrincham, United Kingdom - Jane Deane Recruitment Limited
Description
Job SummaryResponsibilities:
- Conduct thorough financial assessments and analysis for clients
- Develop customized financial plans based on clients' goals and risk tolerance
- Provide recommendations on investment strategies, retirement planning, tax planning, and estate planning
- Monitor and review clients' portfolios to ensure they are aligned with their financial goals
- Stay uptodate with industry trends and changes in regulations that may impact clients' financial plans
- Build and maintain strong relationships with clients through regular communication and meetings
- Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial advice
Requirements:
- Proven experience as a Financial Planner or similar role
- Strong knowledge of financial planning principles and investment strategies
- Excellent analytical skills with the ability to interpret complex financial information
- Exceptional communication and interpersonal skills
- Detailoriented with strong organizational skills
- Ability to work independently and as part of a team
Note:
This job description is intended to provide a general overview of the position. It is not exhaustive or comprehensive of all possible job responsibilities, tasks, or duties.
Job Types:
Full-time, Permanent
Salary:
Up to £80,000.00 per year
Benefits:
- Company pension
- Life insurance
- Private medical insurance
- Work from home
Schedule:
- Flexitime
- Monday to Friday
Experience:
- IfA Advisory: 2 years (preferred)
Work Location:
Hybrid remote in Altrincham
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