Financial Planner
3 days ago
Competitive Salary up to £65K + OTE | Hybrid / Flexible Working | Exeter Outskirts
Cathedral Appointments | South West Recruitment is seeking an experienced Financial Advisor to join their team on a full-time permanent basis. As a Financial Advisor, you will be responsible for delivering the firm's client service proposition to the highest standards, while adhering to FCA rules as interpreted in the firm's compliance procedures.
Key Responsibilities:
- Providing tailored financial advice to clients
- Conducting comprehensive financial analysis to identify opportunities and risks
- Developing and implementing financial plans to achieve clients' goals
- Monitoring and reviewing client portfolios to ensure alignment with their objectives
- Offering guidance on retirement planning and wealth management
- Building and maintaining strong relationships with clients to understand their needs and preferences
Requirements:
- Minimum 5 years' experience as a Financial Advisor
- CII Level 4 / LIBF qualification or higher, with a strong commitment to professional development
- Proven track record of delivering financial planning and investment management services to HNW UK private clients
Benefits:
- Competitive Salary
- Hybrid / Flexible working arrangement
- Access to a Discretionary health cash plan
- Life assurance scheme 3 x annual salary
- Employee assistance programme
- Employee discount
- Free onsite parking
- Store discount
- Birthday as a day off
- Group Income Protection scheme
- Enhanced pension contributions
Please note that we are unable to offer sponsorship for work authorisation for this role. Candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.
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