Financial Planner
CurrentProvision of holistic regulated financial advice to clients, enabling them to achieve their financial and life goals and objectives. Client Focus - Analysis of clients’ current financial circumstances to identify short/medium/long-term gaps to fulfil goals- Recommendation of plans and products (Savings/Investments/Pensions/Protection) to fill gaps and improve clients’ financial positions- Focus on simplification and consolidation of client finances, where appropriate- Ongoing support provided to clients to plan for expected changes, or to adjust plans when unexpected changes in circumstance occurAdditional Focus- Development of professional relationships with e.g. solicitors and accountants, along with product providers - Regular attendance of internal and external events to keep up-to-date with market analysis and latest industry news- Ongoing CPD to maintain technical and regulatory knowledge
