Financial planner Work, Jobs in Westoning, 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
Trust and Estate Planning Consultant
Solidus Trust —Stevenage
- Full-time
- Financial services
- Communication skills
- Time management
- Annual leave

More jobs to discover

Find similar jobs that you might be interested in.

Trust and Estate Planning Consultant
Solidus Trust —Stevenage
The role is varied and involves supporting both inbound and outbound client enquiries, as well as assisting with the delivery of estate planning solutions and…
Project Manager
RW Armstrong Group —Oxford
You'll lead and coordinate all project activities from preconstruction through to completion, ensuring delivery against programme, quality standards and project…
Quick apply
9d

I want to receive the latest job alerts for financial planner in westoning, bdf

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial planner jobs near westoning, bdf

Financial Planner jobs in Exeter

Financial Planner jobs in Bournemouth

Financial Planner jobs in Bath

Financial Adviser jobs in Glasgow

Financial Planner jobs in Fareham

Food Safety Consultant jobs in London

Planning Consultant jobs in Glasgow

Educational Consultant jobs in London

Planning Consultant jobs in Sheffield

Planning Consultant jobs in Remote

Cyber Security Consultant jobs in London

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

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

Refine Your Search

financial planner jobs in westoning, bdf

Financial ADVISOR AND PLANNER

Trust and Estate Planning Consultant

More jobs to discover

I want to receive the latest job alerts for financial planner in westoning, bdf

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected