Financial Planner

5 days ago

St Albans, Hertfordshire, United Kingdom Finlink Ltd Full time

Job Title: Financial Planner

About the Role:

We are seeking an experienced Financial Planner to join our team at Finlink Ltd. As a Financial Planner, you will be responsible for providing high-quality, bespoke financial advice to our clients.

About the Business:

Finlink Ltd is a fee-based independent financial advisory firm that provides financial planning and investment management services to our clients. We pride ourselves on building long-term relationships with our clients by providing expert advice that meets their individual needs.

Key Responsibilities:

  • Provide financial planning and investment management services to clients
  • Maintain strong and long-standing client relationships
  • Develop new client relationships
  • Work closely with our team of financial planners, paraplanners, and administrators to deliver exceptional client service

Benefits:

  • Salary up to £60,000
  • Quarterly bonus scheme based on new business production
  • Hybrid working pattern
  • Client bank provided
  • Holiday entitlement
  • Employer Pension contribution
  • Further benefits are to be confirmed

About You:

We are looking for an experienced Financial Planner who has at least 2 years' experience in providing regulated financial advice. You will be at least Level 4 Diploma qualified and have a proven track record of maintaining strong client relationships and developing new business.

What We Offer:

At Finlink Ltd, we offer a dynamic and supportive work environment that allows our employees to grow and develop their careers. We are committed to providing our clients with exceptional service and advice, and we are looking for someone who shares our values and is passionate about delivering high-quality financial planning and investment management services.

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