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Financial Planner

2 months ago

St Albans, Hertfordshire, United Kingdom Finlink Ltd Full time
{"title": "Financial Planner", "content": "Financial Planner Opportunity

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.

With a strong focus on building long-term relationships, you will work closely with our existing clients to understand their financial goals and develop tailored plans to achieve them.

In addition to your client-facing work, you will also be responsible for developing new business opportunities and contributing to the growth of our advisory function.

We offer a competitive salary of up to \u00a360,000, a quarterly bonus scheme based on new business production, and a hybrid working pattern.

As a Financial Planner at Finlink Ltd, you will have the opportunity to work with a talented team of financial planners, paraplanners, and administrators who are dedicated to providing exceptional service to our clients.

If you are a motivated and experienced Financial Planner looking for a new challenge, we would love to hear from you.

Key Responsibilities:

  • Provide high-quality, bespoke financial advice to clients
  • Build and maintain strong relationships with existing clients
  • Develop new business opportunities and contribute to the growth of our advisory function
  • Work closely with our team to deliver exceptional service to our clients

Requirements:

  • At least 2 years' experience in providing regulated financial advice
  • Level 4 Diploma qualified
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment

What We Offer:

  • Competitive salary of up to \u00a360,000
  • Quarterly bonus scheme based on new business production
  • Hybrid working pattern
  • Opportunity to work with a talented team of financial planners and administrators
", "lang_code": "en-US"}