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Company Overview
Finlink Ltd is a well-established financial services company that has been providing holistic financial advice to clients for over 10 years. We take pride in our reputation for delivering exceptional service and building long-lasting relationships with our clients.
The Role
We are seeking a qualified Financial Planner to join our team on a hybrid working basis. As a Financial Planner, you will be responsible for maintaining existing client relationships and growing your own client book. You will work from home and visit clients in the provided client bank, utilizing your expertise to provide tailored financial advice and guidance.
Key Responsibilities
- Provide holistic financial advice to clients, taking into account their individual needs and goals.
- Maintain existing client relationships and grow your own client book through effective communication and relationship-building skills.
- Work collaboratively with the team to achieve business objectives and deliver exceptional client service.
- Stay up-to-date with industry developments and best practices, ensuring that your knowledge and skills are current and relevant.
Benefits
- Competitive salary up to £100,000 per year.
- Ability to earn additional income through the provided client bank and leads.
- Equipment for home working provided.
- Hybrid working arrangement, with the option to work from home and visit clients in the provided client bank.
- Administration support provided to ensure a smooth and efficient working experience.
Requirements
- Qualified Financial Planner with 1+ years' experience.
- Working towards Chartered status or intending to do so.
- Excellent communication and relationship-building skills.
- Ability to work independently and as part of a team.
- Strong knowledge of financial planning principles and practices.
