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Financial Planner

2 months ago

St Albans, Hertfordshire, United Kingdom Finlink Ltd Full time

Job Title: Financial Planner

About the Role:

We are seeking an experienced Financial Planner to join our team at Finlink Ltd. As a Financial Planner, you will be responsible for providing high-quality, bespoke financial advice to our clients.

Key Responsibilities:

  • Develop and maintain strong relationships with existing clients
  • Identify and pursue new business opportunities
  • Provide financial planning and investment management services to clients
  • Work closely with our team of financial planners, paraplanners, and administrators to deliver exceptional client service

Requirements:

  • At least 2 years' experience in providing regulated financial advice
  • Level 4 Diploma qualified
  • Proven track record of winning new clients and maintaining existing relationships

What We Offer:

  • Salary up to £60,000
  • Quarterly bonus scheme based on new business production
  • Hybrid working pattern
  • Client bank provided
  • Holiday entitlement
  • Employer Pension contribution

About Us:

Finlink Ltd is a fee-based independent financial advisory firm providing financial planning and investment management services to our clients. We pride ourselves on building long-term relationships with our clients by providing high-quality, bespoke advice to meet their individual needs.