Financial Planning Expert

1 day ago


Sale, Trafford, United Kingdom Recruit UK | Certified B Corp™ Full time

The role involves working as a regulated financial adviser, providing unbiased and unrestricted specialist advice, reviewing all clients' needs and objectives, and developing financial plans to help achieve their financial objectives.

Job Requirements:
  • Level 4 Diploma in financial planning or equivalent qualification
  • Minimum 1 year of experience working as a regulated financial adviser
  • Demonstrated ability to work effectively in a fast-paced environment, managing multiple client relationships

Compensation: A competitive salary of circa £50,500 per annum, along with an attractive bonus scheme and comprehensive benefits package.

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