FINANCIAL PLANNER

  • Full Time
  • Winter Park
  • Salary Guide: $25,000 - $60,000

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FERRELL WEALTH MANAGEMENT, INC.

Category: Financial Services, Size: 7

FINANCIAL PLANNER: FERRELL WEALTH MANAGEMENT, INC.

To support its growth FERRELL WEALTH MANAGEMENT, INC. is looking for a new member to join its team in a supportive and friendly environment. This role will suit a self-motivated individual who can work with minimum supervison. The successful applicant will have good interpersonal and communication skills, and will be open to new learning and ideas. Please visit the website for further information about this role.

Position: Financial Planner
Location: Winter Park
Hours: Full Time
Salary Guide: $25,000 – $60,000
Last Updated: 13 December 2022
Job Category: Financial Services

Financial Planner Role:

A Financial Planner, or Financial Adviser is responsible for providing clients with expert financial advice to encourage financial growth and stability. Duties include recommending pension plans, managing investment portfolios and developing financial forecasts.

Other Duties:

  • Advising individuals on the best savings accounts, best interest rates and best opportunities to expand their existing wealth through banks and other financial tools
  • Managing client investment portfolios to ensure continued stability and growth of wealth funds
  • Recommending pension plans and retirement schemes on an individual basis and on a company-wide basis
  • Assisting clients to become financially solvent, avoid debt or consolidate existing debts into more manageable payments
  • Analysing finances and providing clients with financial forecasts for the future
  • Keeping informed and up to date on current market trends and predictions
  • Developing relationships to retain clients and grow their client baseĀ 
  • Working within the financial laws and regulations of the UK



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