Company Description
Pilling & Co has offered skilled Stockbroking and Portfolio Management Services for over a century. Founded in 1893, the firm has built excellent relationships with Solicitors, Accountants, and Independent Financial Advisers. We specialize in ISAs, SIPPs, CTFs, and JISAs, providing comprehensive investment options for families. Our Investment Management team has over 100 years of collective experience managing portfolios through various economic conditions. We introduced the Pilling Ideal Portfolios (PIPs) in 2001 to provide bespoke portfolio solutions at lower rates.
Role Description
This is a full-time on-site role for a Financial Planner located in the Manchester Area, United Kingdom. The Financial Planner will be responsible for offering personalized financial planning services to clients, including retirement planning, investment management, and portfolio reviews. Daily tasks include meeting with clients to assess financial needs, developing tailored plans, and monitoring financial strategies. The role also involves staying updated with financial markets and regulations.
Qualifications
* Certified Financial Planner and Personal Financial Planning skills
* Experience in Financial Planning, Finance, and Retirement Planning
* Strong analytical and problem-solving abilities
* Excellent communication and interpersonal skills
* Ability to work independently and as part of a team
* Knowledge of investment management and portfolio diversification
* Bachelor's degree in Finance, Economics, or a related field
* Relevant professional certifications are a plus