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Senior Financial Planning Professional

2 months ago

Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time £100,000
Job Title: Senior Financial Planner

Recruit UK | Certified B Corp™ is seeking a highly skilled Senior Financial Planner to join our team. As a Senior Financial Planner, you will be responsible for providing expert financial planning advice to clients and supporting the Partners in the firm with their high net worth client bank.

Key Responsibilities:
  • Provide expert financial planning advice to clients, including pension planning and wealth management.
  • Support the Partners in the firm with their high net worth client bank, including managing client relationships and providing strategic advice.
  • Work closely with the team to develop and implement financial planning strategies that meet the needs of clients.
  • Stay up-to-date with industry developments and best practices in financial planning.
Requirements:
  • Chartered Financial Planner (CII Level 6 qualification)
  • Qualified pension specialist (either AF7 or Pension Transfer Advice qualification)
  • Previous experience in supporting high-level pension clients
What We Offer:
  • Flexible home and office working arrangements
  • Generous holiday entitlement, with the option to purchase additional leave
  • Pension contribution
  • Opportunity to work in a successful and quality-focused financial planning practice

At Recruit UK | Certified B Corp™, we pride ourselves on our unique expertise, insight, and connections in the financial services industry. We have a reach of over 100,000 financial services connections and are committed to matching our candidates with their perfect position.