Financial Planner

Our client is seeking a dedicated and client-focused Financial Planner to join their esteemed advisory team in East London. This hybrid role involves developing personalized financial strategies for individuals and families, assisting them in achieving their long-term financial goals, such as retirement planning, investment management, and wealth preservation. You will build trusted relationships with clients, provide expert advice, and guide them through complex financial decisions.

Working from both the East London office and remotely, you will have the opportunity to make a significant impact on clients' financial well-being within a supportive and professional environment.

• Conduct comprehensive financial needs analyses for clients, including cash flow, investment, retirement, and insurance planning.
• Develop customized financial plans and investment strategies tailored to individual client objectives and risk tolerance.
• Educate clients on financial concepts, investment options, and strategies for wealth accumulation and protection.
• Monitor client portfolios and market performance, making recommendations for adjustments as needed.
• Maintain up-to-date knowledge of financial products, market trends, and regulatory changes.
• Build and maintain strong, long-term relationships with clients through regular communication and service.

• Bachelor's degree in Finance, Economics, or a related field; relevant professional certifications (e.g., CFP) are highly preferred.
• Proven experience in financial planning, wealth management, or a similar client advisory role.
• Strong understanding of investment products, insurance, retirement planning, and tax implications.
• Excellent communication, interpersonal, and client relationship management skills.
• Ability to explain complex financial information clearly and concisely.

• Competitive salary and commission-based incentives.
• Hybrid work model offering a blend of office-based and remote work flexibility.
• Comprehensive health and retirement benefits package.
• Opportunities for professional development and obtaining advanced certifications.
• A client-centric culture with a focus on long‑term success and employee growth in East London.