Financial Planner
Full job description
Hudson Shribman
Salary: £72,000 – £84,000 per year
Hudson Shribman: We are looking for a qualified Financial Planner seeking a role where they can continue their professional development path within a growing professional financial planning business
* Developing close, long-term relationships with existing clients.
* Acquiring a new financial advice business, using your own and the firm’s current strategies. Meeting annual new business targets.
* Conducting engaging professional-client meetings, ensuring all client wishes are followed through in an appropriate and timely manner.
* Working with our client servicing team to ensure all technical advice is expertly prepared in advance of client meetings, including recommendations and presentations.
* Taking responsibility for compliance across all aspects of client records.
* Maintaining your own continued professional development, including further study for professional qualifications and appropriate soft skills and management training.
* Ensuring that your knowledge of legislative, compliance and industry developments is up to date and, where appropriate, attend relevant professional events.
To apply for this job please visit definitejobs.co.uk.