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- 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
Financial Planner - Sefton, England, United Kingdom - IRCFS - International Recruiters - Connecting Financial Specialists Limited
5 days ago
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:
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Financial Planner
Only for registered members Preston
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Financial Planner
Only for registered members Warrington
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Financial Planner
Only for registered members Lancashire, England
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Chartered Financial Planner
Only for registered members North West, England
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Remote Based Financial Planner
Only for registered members Liverpool
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Remote Based Financial Planner
Only for registered members Liverpool, England
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SIOP Master Scheduler
Only for registered members Salwick, England
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SIOP Master Scheduler
Only for registered members Newton-with-Scales
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PLASTERER WITH MULTI-SKILLING
Only for registered members Blackpool, Lancashire
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Employee Experience
Only for registered members Blackpool, England
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Employee Experience
Only for registered members Blackpool
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Trainee Financial Adviser
Only for registered members Preston
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Financial Planning Assistant
Only for registered members Liverpool, England
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PLASTERER WITH MULTI-SKILLING
Only for registered members Blackpool FY RW
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Financial Planning Assistant
Only for registered members Liverpool
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Paraplanner
Only for registered members Warrington
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Administration Team Leader
Only for registered members Liverpool
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Administration Team Leader
Only for registered members Liverpool L
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Technical Paraplanner
Only for registered members Liverpool, England
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Class 1 HGV Driver
Full time Only for registered members Liverpool
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Residential Support Worker Children's Home
Only for registered members Wallasey CH