Financial Planner

Website Hudson Shribman

Hudson Shribman are looking for a Financial Planner

Financial Planner – Requirement

  • Developing close, long term relationships with existing clients.
  • Acquiring new financial advice business, using your own and the firm’s current
  • strategies. Meeting annual new business targets.
  • Conducting engaging professional client meetings, ensuring all client wishes are followed
  • through in an appropriate and timely manner.
  • Working with our client servicing team to ensure all technical advice is expertly prepared
  • in advance of client meetings, including recommendations and presentations.
  • Taking responsibility for compliance across all aspects of client records.
  • Maintaining your own continued professional development, including further study for
  • professional qualifications and appropriate soft skills and management training.
  • Ensuring that your knowledge of legislative, compliance and industry developments is up

to date and, where appropriate, attend relevant professional events.

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