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Financial Planner

2 months ago

Carol Stream, United States Acumen Financial Planning Full time

Acumen Financial Planning

provides client families with exemplary financial planning services.

As one of the leading independent firms in the UK, we are looking for an exceptional Financial Planner to join our award-winning

team

in the Morayshire region, on a hybrid basis.

This opportunity will allow you to be part of an elite team providing a Financial Planning service of the highest calibre to clients. Main Duties

With the full support from Administrative and Paraplanning teams make recommendations for products and services, carrying out Financial Reviews, developing suitable and appropriate financial plans and making recommendations that will enable clients to achieve their financial objectives.

Maintain a relevant level of CPD to remain up to speed with developments in legislation, regulation, tax, financial services, and products and any other matters pertinent to the role of a Planner.

Perform in line with KPIs set by the Senior Management Team

Manage personal workload effectively to ensure appropriate service to both internal and external stakeholders.

Requirements

Minimum relevant level 4 qualification

Effective questioning, communication, listening, and empathy skills

Convey complex information and experience

How to Apply

A very competitive salary and benefits package is available to the right candidate. For more details, please email

opportunities@acumenfp.com.

We are proud to be an

equal opportunities

employer and are committed to recruiting and developing a diverse team, inclusive of race, religion, age, gender, sexual orientation, and disability. If you have requirements in relation to accessibility or mobility, let us know in advance and we will do our best to support you during the recruitment process and any subsequent employment or placement with us.

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