Financial planner Work, Jobs in Steppingley, Bdf (with Salaries)

Financial ADVISOR AND PLANNER
JD HABITATS LTD —Milton Keynes
- £32,498.16 - £45,800.00 a year
- Part-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
12d
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Solidus Trust —Stevenage
- Full-time
- Financial services
- Communication skills
- Time management
- Annual leave

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Financial ADVISOR AND PLANNER

JD HABITATS LTD
Milton Keynes

Quick apply

Job details

Part-time | Full-time
£32,498.16 - £45,800.00 a year
12 days ago

Benefits

Free parking
On-site parking

Qualifications

Financial planning
Financial analysis
Organisational skills
Financial services
Certificate in Insurance

Full job description

Job Summary
We are seeking a dedicated and professional Financial Advisor and Planner to join our team. The successful candidate will provide expert financial advice and tailored planning services to clients, helping them achieve their financial goals. This role offers an excellent opportunity for individuals passionate about financial services and planning to develop their careers within a supportive environment. The position is paid and suitable for both experienced professionals and those seeking an internship in the financial sector.

Responsibilities

Analyse clients’ financial situations, including income, expenses, assets, and liabilities
Develop personalised financial plans covering investments, retirement, estate planning, tax optimisation, and risk management
Provide clear, comprehensive advice on financial products and services that align with clients’ objectives
Assist clients with ongoing financial reviews and adjustments to their plans as needed
Maintain up-to-date knowledge of market trends, financial regulations, and new products within the industry
Build strong relationships with clients through excellent communication and personalised service
Collaborate with other professionals such as accountants or legal advisors to ensure holistic financial planning

Skills

Proven experience or strong interest in Financial Services and Financial Planning
Excellent interpersonal skills with the ability to explain complex concepts clearly
Strong organisational skills with attention to detail
Analytical mindset with the ability to assess clients’ needs accurately
Professional attitude with a commitment to ethical standards and confidentiality
Proficiency in relevant software applications used for financial analysis and planning

This role is ideal for motivated individuals eager to grow within the financial sector while delivering exceptional service to clients. We welcome applications from candidates at various stages of their career development, including those seeking practical experience through internships.

Pay: £32,498.16-£45,800.00 per year

Benefits:

Free parking
On-site parking

Work Location: In person

Quick apply

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financial planner jobs in steppingley, bdf

Financial ADVISOR AND PLANNER

Trust and Estate Planning Consultant

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