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Financial Planner

2 months ago

Nottingham, Nottingham, United Kingdom Regional Recruitment Services Full time
Job Title: Financial Planner

Location: Fully Remote

Hours of Work: 09:00 – 17:00 approx.

Type: Permanent, self-employed

Start Date: Immediately (flexible for notice periods)

We are seeking a highly experienced Financial Planner to join our team at Regional Recruitment Services. As a Financial Planner, you will have the opportunity to work with clients to simplify their financial well-being by prioritizing their needs in an approachable manner.

Duties of a Financial Planner
  • Take initiative to anticipate and address client needs.
  • Collaborate effectively with colleagues to achieve shared goals.
  • Strive for excellence in all endeavors, setting high standards for personal and professional achievement.
  • Cultivate strong rapport with clients, colleagues, and stakeholders, creating trust and loyalty through effective communication.
Required Skills and Experience
  • Minimum Level 4 Qualified and wanting to move to Chartered Status.
  • Experienced Adviser looking at running their own self-employed business within the RWM umbrella.
  • Experienced in giving bespoke advice set to clients and with a drive for elite customer service.

We offer a comprehensive and bespoke wealth management service, and we are looking for a Financial Planner who is passionate about delivering exceptional results and building strong relationships with clients.