Job Overview
– Cheadle – Permanent – up to £55,000 DOE
We are seeking a knowledgeable and motivated Financial Planner to join our client in Cheadle.
Duties include:
1. Assess clients’ financial situations by gathering relevant information and analysing their current financial status.
2. Develop customised financial plans that align with clients’ goals,
3. Provide ongoing support and advice to clients, adjusting plans as necessary based on changes in their circumstances or market conditions.
4. Build and maintain strong relationships with clients through regular communication and meetings.
5. Educate clients on various financial products and services to enhance their understanding of investment options.
6. Offering financial advice across pensions, investments, protection, tax etc
The successful candidate will be responsible for providing comprehensive financial planning services to clients, helping and guiding them on different products available.
If you are passionate about helping individuals achieve their financial aspirations and possess the necessary skills in financial services and planning, we encourage you to apply for this exciting opportunity.
Send your CV to Ellie or Charlotte at Forrest Recruitment Limited then give us a call on 01625 533844 for a confidential discussion.
Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.