Financial Planner

5 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.

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

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