Financial Planning Specialist

2 weeks ago


Devon, United Kingdom Recruit UK Full time

Job Title: Financial Planner

Industry: Financial Services

Location: Remote

Salary: Up to £75,000

About the Role:

We are seeking an experienced financial planner to join our team at Recruit UK. As a financial planner, you will be responsible for providing tailored financial planning and investment solutions to clients nationwide.

Key Responsibilities:

  • Building and nurturing client relationships
  • Providing ongoing advice to address clients' evolving needs
  • Executing client instructions with the support of a dedicated team
  • Identifying new opportunities for client growth
  • Collaborating with other professionals to deliver outstanding results

Requirements:

  • Client-centric approach
  • Previous experience as a successful financial planner
  • Excellent communication skills
  • Level 4 Diploma qualified as a minimum

What We Offer:

  • Salary up to £50,000
  • Full back-office support
  • Support with clients
  • Matched pension contribution - 5%
  • Generous sick pay
  • Remote position
  • Group death in service
  • Group Income Protection
  • Assistance with future examinations
  • Generous holiday allowance
  • Health Cash Plan
  • Online discounts portal

About Recruit UK:

We are specialists in financial services recruitment, bringing unique expertise, insight, and connections to the industry. With a reach of over 100,000 financial services connections, we are well-positioned to help you find your next career opportunity.



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