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Financial Planner

3 months ago

Liverpool, United Kingdom Ortus PSR Full time
We are proud to represent a prestigious financial planning firm who are looking for an experienced Financial Planner to join the team. Renowned for its excellence and innovation in the industry, our client is an award-winning leader in the financial services sector, operating at the forefront of innovation. With a track record of success, they are committed to delivering exceptional service and upholding the highest standards of professionalism.

Job Description:

We are currently seeking dynamic individuals to join a leading financial planning team as Associate Financial Planners. In this role, you will collaborate closely with senior management to service existing clients and engage with new business opportunities. Adaptability and a proactive approach are essential attributes for success in our entrepreneurial environment.

Requirements:
Minimum of 3 years' experience in the financial services industry Holds a Level 4 diploma qualification Ideally, holds or is close to achieving chartered status
Key

Responsibilities:

Cultivate and maintain client relationships to drive business growth and meet performance targets Foster internal partnerships to support the organization's strategic objectives Contribute to enhancing the firm's profile within professional networks and wider communities Provide personalized financial advice tailored to individual client needs Participate in investment decision-making processes
Benefits :
Competitive salary range of £40,000 to £60,000, commensurate with experience Generous annual leave entitlement, including bank holidays Additional perks such as a day off on your birthday and early Friday finishes Employer pension contributions up to 5% Comprehensive private medical insurance coverage Modern office facilities conducive to productivity and collaboration Flexible work arrangements, including remote working options Support for ongoing professional development and training Performance-based bonus or profit-sharing scheme Employee wellness initiatives, including cycle to work scheme and team social events