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Financial Planner

2 months ago

Barnet, United Kingdom Pinstripe Personnel Full time
About the Role

We are seeking an experienced Financial Planner to join our team at Pinstripe Personnel. As a leading recruitment agency, we specialize in placing top talent in the financial services industry.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients
  • Provide expert advice on investment strategies and wealth management
  • Collaborate with our Business Development Team to identify new business opportunities
  • Work closely with our Paraplanning team to ensure seamless client service
  • Stay up-to-date with market trends and regulatory requirements

Requirements:

  • Minimum of Diploma in a relevant field
  • Proven experience as a Financial Adviser/Planner
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment

Apply Now: