Holistic Financial Planner: Client Growth & Advice

Perspective Financial Group Ltd; Chorley; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A financial advisory firm in Chorley seeks an experienced Financial Planner to deliver comprehensive financial planning and advice. You will be responsible for understanding client needs, conducting market research, and providing first-class recommendations. The ideal candidate possesses a strong grasp of financial products, FCA regulations, and excellent communication skills. Additional benefits include 25 days of holiday, an electric car scheme, and life assurance.

Benefits

25 days holiday plus Bank Holidays

Holiday Purchase Scheme

Birthday leave

Electric Car Scheme

Life Assurance

Pension

Corporate Eyecare

Qualifications

• Strong communication skills; ability to explain complex information simply.
• Detailed understanding of financial planning and products.
• Good understanding of regulatory requirements including GDPR.

Responsibilities

• Provide clients with holistic financial planning and advice.
• Research products and design financial strategies.
• Deliver annual reviews to clients and ensure compliance with FCA regulations.

Skills

Communication skills

Analytical skills

Time management

Attention to detail

Relationship building

Job description

A financial advisory firm in Chorley seeks an experienced Financial Planner to deliver comprehensive financial planning and advice. You will be responsible for understanding client needs, conducting market research, and providing first-class recommendations. The ideal candidate possesses a strong grasp of financial products, FCA regulations, and excellent communication skills. Additional benefits include 25 days of holiday, an electric car scheme, and life assurance.