Financial Planner - Altrincham, United Kingdom - Jane Deane Recruitment Limited

Jane Deane Recruitment Limited

Verified Company

Altrincham, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Summary

Responsibilities:

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

We offer competitive compensation packages, including salary and benefits. Join our team of dedicated professionals and help our clients achieve their financial goals.

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: