Financial Planning Expert

2 weeks ago


Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full time £60,000
Unlock Your Potential as a Financial Planner

We are seeking a highly skilled and experienced Financial Planner to join our team at Recruit UK | Certified B Corp®ment. As a key member of our team, you will have the opportunity to work with a loyal client base and generate new business.

Key Responsibilities:

  • Provide holistic financial planning that delivers excellent outcomes for clients
  • Work with an established client bank and generate new business
  • Benefit from full paraplanning and technical support

Requirements:

  • Diploma Qualified in Financial Planning
  • At least 2 years' experience in giving financial advice
  • Ability to work in a fast-paced environment and meet deadlines

What We Offer:

  • Competitive salary
  • Good commission scheme
  • DIS (x2)
  • Income Protection
  • Flexible working
  • 5% pension

Location: Edinburgh

Salary: £60,000 + bonus + benefits (negotiable d.o.e)

REF: 9131

Additional Information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.



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