Role Description: Financial Planner

We are on the hunt for a professional and talented Financial Planner to join our Westward family.

We want a self-motivated individual that will ensure our clients are listened to and advised to make wise and profitable decisions to meet their financial goals.

In this role, you will be responsible for managing a range of existing client’s, acting as a trusted advisor in areas such as investments, savings, and pensions.

In addition to being an effective communicator, you should be analytical and customer oriented.

The perfect candidate for this position is a friendly professional who has experience in building and maintaining customer relationships while delivering a first-class service.

As a firm and individuals, we pride ourselves on providing clear, professional holistic financial advice without bias. We aim to always deliver a service that is easy to understand and enables our clients to achieve their financial goals.

In return, we offer a competitive salary, support with continued professional development, a holiday allowance that increases with service, health insurance and a company pension.

Responsibilities:

· Evaluate clients’ financial documents including their income, expenses, and liabilities.

· Offer support and guidance in pension, insurance, and investment planning.

· Deliver annual review meetings with existing clients and maintain client relationships

· Monitor clients' needs and adjust their plans accordingly.

· Present and market financial products and services.

· Work closely and collaboratively with our existing team.

· Ensure you stay updated on the latest regulations, practices, and financial products.

Requirements:

· Outstanding communication and presentation skills.

· Must demonstrate strong attention to detail, an eagerness to learn and excellent problem-solving abilities.

Job Types: Full-time, Permanent

Pay: £30,000.00-£50,000.00 per year

Additional pay:

Performance bonus

Benefits:

Company pension
Free parking
On-site parking
Private medical insurance
Work from home

Schedule:

Monday to Friday

Ability to commute/relocate:

Tiverton: reliably commute or plan to relocate before starting work (required)

Experience:

Financial planning: 2 years (required)

Work Location: In person

Westward Financial Management Ltd jobs

Financial Planner