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Financial Planning Specialist
2 months ago
Job Title: Financial Planning Specialist
Company: Recruit UK | Certified B Corp
Location: UK Wide (Home Based)
Salary: £60,000 with first year OTE of £120,000
Job Summary:
We are seeking a highly motivated and experienced Financial Planning Specialist to join our team at Recruit UK | Certified B Corp. As a Financial Planning Specialist, you will be responsible for engaging and converting clients across the UK, providing exceptional customer service, and building strong relationships with our clients.
Key Responsibilities:
- Develop and implement effective sales strategies to acquire new clients and grow existing relationships
- Provide expert financial planning advice to clients, identifying opportunities to increase revenue and improve client outcomes
- Work closely with our dedicated team of professionals to ensure seamless client support and relationship management
- Meet or exceed sales targets and revenue growth objectives
Requirements:
- Level 4 Financial Advice Diploma (CII, CISI, LIBF)
- 5+ years experience advising HNW private wealth clients
- Strong presentation skills and ability to communicate complex financial concepts to clients
- Proven track record of onboarding new clients and growing existing relationships
What We Offer:
- Competitive salary and bonus structure
- Opportunities for professional development and career growth
- Excellent benefits package, including 14% company pension contribution, dental and medical cover, and up to 31 days holiday
- Supportive and collaborative team environment
How to Apply:
If you are a driven and highly motivated individual with a passion for financial planning and customer service, please submit your application to join our team at Recruit UK | Certified B Corp.
