Financial Planner

3 months ago


Guildford, United Kingdom Tate Recruitment Limited Full time

**Financial Planner**

Location: Kent, Hybrid Working

**Salary**: Basic Salary up to £55,000 with a generous bonus scheme. Achievable OTE of £100k year one and £160k year two onwards.

**Are you a Financial Planner looking for an exciting new challenge/opportunity?**

***

**Key Responsibilities required Financial Planner**:

- Assessing & identifying financial needs for new and existing clients
- Conducting product research
- Implementing money laundering processes
- Providing holistic financial planning services
- Conducting lifestyle planning assessments
- Presenting financial recommendations to clients
- Conducting client financial reviews
- Keeping up to date with regulatory changes
- Networking with professional partners
- Contributing to marketing initiatives
- Maintaining an up-to-date Statement of Professional Standing
- Participating in ongoing CPD activities

**Requirements for the Financial Planner**:

- Level 4 qualified (Diploma in Financial Planning)
- Experience in an authorised financial planning role with competent adviser status.
- Strong ambition and attention to detail
- Excellent communication and interpersonal skills

**How to Apply**:
Tate is acting as an Employment Business in relation to this vacancy.



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