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Financial Planner

4 weeks ago

Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time
Financial Planner Opportunity

Cathedral Appointments Ltd is seeking a skilled Financial Planner to join their team. As a Financial Planner, you will provide expert financial advice to clients, helping them achieve their financial goals with confidence and trust.

Key Responsibilities:
  • Evaluate clients' financial documents and provide tailored financial advice.
  • Offer support and guidance in pensions, insurance, and investment planning.
  • Conduct regular review meetings and maintain ongoing client relationships.
  • Stay informed on financial regulations and product updates to ensure accurate advice.
Requirements:
  • Previous experience as a Financial Planner within financial services would be advantageous.
  • Diploma in Financial Planning - Chartered not essential but useful, funding available up to Chartered where required.
  • Strong communication and interpersonal skills.
  • Customer-oriented with experience in building and maintaining client relationships.
  • Eagerness to learn and stay updated on financial best practices.
Benefits:
  • Opportunities for career growth and development.
  • Salary up to £55,000 depending on experience.
  • Discretionary bonus.
  • 25 days holiday plus bank holidays.
  • Monday – Friday 8:30am - 5pm.
  • Free onsite parking.
  • Health Insurance after 6 months.
  • Company pension.

Note: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.