Financial Planner

2 hours ago

Carlisle, Cumbria, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time
Unlock Your Potential as a Financial Planner

We are seeking a highly skilled and motivated Financial Planner to join our team at CITRUS ELITE RECRUITMENT LIMITED. As a Financial Planner, you will play a crucial role in helping our clients achieve their financial goals and aspirations.

About the Role

This is an exciting opportunity for a Financial Planner to work with a dynamic and supportive team, where you will have the freedom to focus on what you do best - providing expert financial planning advice to our clients.

You will be responsible for building strong relationships with our clients, understanding their financial needs, and developing tailored solutions to meet their goals.

What We Offer

We offer a competitive salary of £40k - £50k depending on experience, plus a generous on-target earnings bonus. With the potential to earn £90k - £100K+ within two years, this is an excellent opportunity for career progression.

Our client is a forward-thinking financial services company that values innovation, collaboration, and customer satisfaction. If you are a motivated and results-driven Financial Planner looking for a new challenge, we would love to hear from you.

Requirements
  • Proven experience as a Financial Planner or equivalent
  • Strong communication and interpersonal skills
  • Ability to build strong relationships with clients
  • Knowledge of financial planning principles and practices
  • Ability to work independently and as part of a team

We are looking for a Financial Planner who is passionate about delivering exceptional client service and has a unique perspective and personality to bring to our business.

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