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Financial Service Planner
5 months ago
Ditch the grey suit, stock up on the biscuits and prepare to do financial planning Rachael Bell Wealth Management style.
We’re not your average financial advisors - we go about things differently in our Practice and are proud of what our compact but perfectly formed team achieves every day.
Relationships with our clients are central to how we operate, and we work shoulder-to-shoulder with them to support their financial freedom aspirations.
We’re not looking for a ‘normal’ financial planner - we need someone who will bring a unique perspective and personality to the business.
You’ll need to be happy being front and centre, playing a part in our unique marketing mix which includes podcasts, social media campaigns, magazine and newspaper features and video content.
Of course, you will need the technical and regulatory knowledge to do that job as well. Minimum Requirements: You will already have attained the Level 4 Qualification in Regulated Financial Advice, and have relevant professional experience, ideally a minimum of five year’s experience and working towards Level 6 Advanced Qualification.
You will be employed with a competitive salary to reflect experience, and a generous on target earnings bonus. Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely?
Existing client servicing opportunities, with both private and corporate clients
You will receive all the support and training required to build your potential and further your career, network and clients. This includes a team approach to help with client acquisition - we work on business development and growth together - as well as supporting you to build long-term relationships.
This is a fantastic opportunity for an experienced financial planner looking to take the next step in their career, working with a business that is committed to supporting you on your journey.
We provide an environment in which you can concentrate on what is important: providing true financial planning to clients to help them meet their financial needs and objectives.
