Financial Planner
Hybrid
Core
Manage and grow long-term client relationships by delivering holistic financial planning tailored to individual needs across pensions, investments, protection, and estate planning.
Role type
Financial Planner (IC)
Builds
Tailored financial plans and client portfolio reviews
Domain
UK Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, pension advice, investment advice, tax-efficient planning, estate planning, UK financial regulations knowledge, FCA compliance, client relationship management, risk assessment
Preferred skills
Holistic advice approach, integrated client support, professional development
Technologies
Financial planning software, client record systems