Financial Planner

3 weeks ago

Sutton Coldfield, Birmingham, United Kingdom Pinstripe Personnel Full time
Financial Adviser / Planner Opportunity

About the Role:

We are seeking an experienced Financial Adviser / Planner to join our team at a well-established Accountancy and Independent Financial Planning firm based near Sutton. As a key member of our team, you will be responsible for providing holistic advice to a wide range of personal and corporate clients across London and the South East.

Key Responsibilities:

  • Service and build upon a large existing client base
  • Work collaboratively with an administration team
  • Operate a 4-day working week with condensed hours

What We Offer:

A competitive package including a £60,000 salary, plus benefits and an achievable bonus structure. This role is an outstanding opportunity for a driven, ambitious, and experienced individual looking for the next step in their career.

Requirements:

A minimum of a Diploma in a relevant field and experience as a Financial Adviser / Planner. If you are a motivated and results-driven professional looking to take your career to the next level, please send your CV to Douglas McDougall for more information on this opportunity.

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