At a Glance
- Tasks: Collaborate with clients to create personalised financial plans and model cashflow.
- Company: Alexforbes Offshore, a dynamic financial services firm in Jersey.
- Benefits: Flexible hybrid work, competitive salary, and opportunities for professional growth.
- Other info: Join a supportive team in a fast-paced financial environment.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: Strong interpersonal and analytical skills, plus experience with planning software.
The predicted salary is between 51750 - 63250 £ per year.
Alexforbes Offshore, based in Jersey, seeks a dedicated Financial Planner for a full-time hybrid role in St.
Helier.
You will collaborate with clients to develop personalized plans, advise on retirement and investments, and ensure alignment with regulatory standards.
Regular consultations and cashflow modelling will drive client outcomes in a dynamic financial environment.
The ideal candidate has strong interpersonal and analytical skills, experience with planning software, and familiarity with
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Hybrid Financial Planner: Retirement & Cashflow Modelling employer: Alexforbes Offshore
At Alexforbes Offshore, we pride ourselves on being an exceptional employer, offering a supportive work culture that fosters collaboration and innovation in the heart of St. Helier. Our commitment to employee growth is evident through ongoing training opportunities and a focus on work-life balance, making this hybrid role not just a job, but a pathway to a fulfilling career in financial planning. Join us to make a meaningful impact while enjoying the unique advantages of working in a vibrant offshore financial hub.
