Financial Planner - Cheadle
Position: Financial Planner
Location: Cheadle
Type: Permanent
Salary: Up to £55,000 DOE
Job Description
We are seeking a knowledgeable and motivated Financial Planner to join our client in Cheadle. The successful candidate will provide comprehensive financial planning services, helping clients achieve their financial goals.
Responsibilities
1. Assess clients’ financial situations by gathering relevant information and analyzing their current financial status.
2. Develop customized financial plans aligned with clients’ goals.
3. Provide ongoing support and advice, adjusting plans as necessary based on changes in circumstances or market conditions.
4. Build and maintain strong client relationships through regular communication and meetings.
5. Educate clients on various financial products and services to enhance their understanding of investment options.
Qualifications
Passion for helping individuals achieve their financial aspirations and relevant skills in financial services and planning.
Application Process
Send your CV to Ellie or Charlotte at Forrest Recruitment Limited. For a confidential discussion, call us at 01625 533844.
Note: Due to high application volume, only shortlisted candidates will be contacted.
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