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Chartered Financial Planner and Founder of Derwen Financial Planning Ltd at Derwen Financial Planning Ltd.
Company Description
Derwen Financial Planning is dedicated to helping clients achieve their personal financial objectives through integrity, skill, diligence, and experience. Our mission is to provide comprehensive financial planning services that empower individuals to make informed decisions about their financial future.
Role Description
This is a full-time hybrid role for a Financial Planner at Derwen Financial Planning in Carmarthen, allowing for some remote work. The Financial Planner will be responsible for conducting financial analysis, creating personalized financial plans, offering retirement planning advice, and providing financial guidance to clients. Daily tasks include assessing clients’ financial situations, developing strategies to achieve their goals, and monitoring their progress.
Qualifications
- Financial Planning and Personal Financial Planning skills
- Experience in Finance and Retirement Planning
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Ability to work independently and collaboratively
- Bachelor’s degree in Finance, Economics, or related field
Seniority Level
Entry level
Employment Type
Full-time
Job Function
Finance and Sales
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