Are you a skilled Financial Planner with a passion for providing personalised financial solutions to clients?
Do you thrive in an independent and client-focused environment?
If so, we have an exciting opportunity for you!
The Burford Recruitment Company are working with an established and reputable independent financial planning firm located in Witney, who are looking for a Financial Planner.
As a Financial Planner, you will play a key role in understanding our clients' financial objectives and designing tailored financial plans to address their specific needs.
- Conducting in-depth client consultations to assess their financial goals, risk tolerance, and current financial situation.
- Analysing and evaluating clients' existing financial plans, investments, to identify areas for improvement and optimisation.
- Developing comprehensive and personalised financial plans that align with clients' long-term objectives.
- Building and maintaining strong client relationships through regular communication and periodic reviews of their financial plans.
- Proven experience as a Financial Planner or Financial Advisor with a track record of successful client relationships.
- Strong knowledge of financial products, investment strategies, and retirement planning.
- Recognised financial planning qualifications such as CFP, CFA, or equivalent.
- Excellent communication skills with the ability to explain complex financial concepts in a clear and understandable manner.
- A client-centric approach with a focus on providing exceptional customer service.
- Competitive salary and bonus
- Opportunities for professional development and continuous learning.
- Supportive and inclusive work environment.