Financial Planner
1 month ago
The role requires a level 4 Diploma in Regulated Financial Planning (RDR compliant) or equivalent qualification. Whether you are part or fully qualified we are keen to speak to you.
Who we’re looking for:nA proactive, energetic, and ambitious individualnClient centric approach and a passion for financenKeen to learn and develop by taking on feedback.nEngage with and develop strong professional relationships with clients both in person and over the phone and develop a rapport to build an accurate understanding of their circumstances and financial objectivesnCapability of working to a target efficiently and maximising the potential of every opportunitynA loyal character who is looking for a long-term career in financial advice
One Wealth will support you with:nYou will receive all the support and training required to add real value to the business, such as support with building your network and a client bank. This includes help with lead generation and the sales and marketing support you need.nTraining - giving you all the relevant skills and soft skills to develop in this opportunitynBack office supportnCompetitive self-employed contact and perksnOpportunity to take advantage of our Business Sale and Purchase programme in 5 years' timenBuilding real value within a FTSE 100 business.
If this sounds like the right next step for you, then please apply above.
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