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Senior Financial Planning Specialist
2 months ago
Job Title: Chartered Financial Planner
Industry: Financial Services
Location: Staffordshire
Salary: Up to £100,000
Job Type: Full-time
About the Role:
We are seeking an experienced Chartered Financial Planner to join our team at Recruit UK | Certified B Corp™. As a leading recruitment agency in the financial services sector, we are committed to providing exceptional career opportunities for professionals like you.
Key Responsibilities:
- Supporting high-level pension clients and providing expert financial planning advice
- Working closely with Partners to develop and implement business strategies
- Contributing to the growth and development of the business through client servicing and business development
- Collaborating with the team to achieve business objectives and deliver exceptional results
Requirements:
- Chartered Financial Planner level (CII Level 6 qualification)
- Qualified pension specialist (either AF7 or Pension Transfer Advice qualification)
- Previous experience in supporting high-level pension clients
About Us:
At Recruit UK | Certified B Corp™, we pride ourselves on our commitment to excellence, integrity, and customer satisfaction. We believe in building long-term relationships with our clients and candidates, and we are dedicated to providing a personalized approach to recruitment.
What We Offer:
- Competitive salary and benefits package
- Opportunities for career growth and development
- Collaborative and dynamic work environment
- Recognition and rewards for outstanding performance
