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Chartered Financial Planner
Our client, an established and forward-thinking financial planning firm based in Sheffield is looking to expand its team with the addition of an experienced and Financial Planner, to deliver high-quality, holistic advice and bespoke solutions to a diverse client base including HNW & UHNW clients
Key Responsibilities include:
- Client-Centric Financial Advice: Provide expert advice on pensions, investments, and general financial planning, tailoring strategies to individual client needs and goals.
- Portfolio Management: Develop, implement, and monitor tailored financial plans and investment strategies to achieve optimal outcomes for clients.
- Client Relationship Development: Build and maintain strong client relationships, offering ongoing guidance and adapting plans in response to changing circumstances.
- Compliance & Documentation: Ensure all advice and activities align with regulatory and legislative requirements, maintaining accurate records and comprehensive client files.
- Market & Product Research: Stay informed about the latest financial products, market developments, and industry trends to provide innovative and effective solutions.
- Business Development: Identify opportunities to expand the client base through referrals, networking, and professional connections
In return they offer
- Competitive salary and benefits package
- Hybrid working options
- Opportunities for professional and personal development and career advancement within a supportive environment
This is an exceptional opportunity for an experienced Financial Planner to advance their career, working within a collaborative and client-focused firm that values integrity, professionalism, and excellence in service delivery
