Wealth Planning Expert

5 days ago


Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time
About Us

Cathedral Appointments Ltd is a thriving professional services firm seeking a skilled Financial Planner to join our team. This is an excellent opportunity for a motivated individual who wants to make a difference in people's lives by providing expert financial advice.

Job Description

The Financial Planner will be responsible for evaluating clients' financial documents, providing personalised financial advice, and staying informed on financial regulations and product updates. You will also offer support and guidance in pensions, insurance, and investment planning, conduct annual review meetings, and maintain ongoing client relationships.

Key Responsibilities
  1. Evaluate clients' financial documents and provide personalised financial advice.
  2. Offer support and guidance in pensions, insurance, and investment planning.
  3. Conduct annual review meetings and maintain ongoing client relationships.
  4. Stay informed on financial regulations and product updates to ensure accurate advice.
Requirements

To be successful in this role, you will need:

  1. Previous experience as a Financial Planner within financial services would be advantageous.
  2. Diploma in Financial Planning - Chartered not essential but useful, funding available up to Chartered where required.
  3. Strong communication and interpersonal skills.
  4. Customer-oriented with experience in building and maintaining client relationships.
  5. Eagerness to learn and stay updated on financial best practices.
Benefits

In addition to a competitive salary, you will also enjoy:

  1. Opportunities for career growth and development.
  2. Salary up to £55,000 depending on experience.
  3. Discretionary bonus.
  4. 25 days holiday plus bank holidays.
  5. Monday – Friday 8:30am - 5pm.
  6. Free onsite parking.
  7. Health Insurance after 6 months.
  8. Company pension.
Note on Sponsorship

We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.



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