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  • Financial Planner - Sefton, England, United Kingdom - IRCFS - International Recruiters - Connecting Financial Specialists Limited

    £60,000 - £100,000 (GBP) per year *
    Description

    Financial Planner Role

    The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their needs and objectives.

    The Financial Planner will also be involved in making investment management decisions. The role holder has primary responsibility for:

    • The development and acquisition of new financial advice business to ensure that business targets are met
    • Some technical aspects of preparing for Client meetings, including financial recommendations and Client presentations
    • Running and managing Client meetings
    • Preparation of meeting notes and fact finding documentation
    • Ensuring that all Client requirements are followed through to the appropriate conclusion

    • Minimum Diploma in Regulated financial planning working towards Chartered status
    • Experience: 5 years working in financial services

    * This salary range is an estimation made by beBee
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