UK Wide Financial Planner Position
5 days ago
Job Description
Pinstripe Personnel is seeking a highly skilled Financial Planner to join our client's award-winning wealth planning firm. As a key member of the team, you will be responsible for:
- Providing expert advice to clients on wealth management and planning
- Creating tailored wealth plans that meet individual client needs
- Building strong relationships with new and existing customers
- Working closely with the business development team to identify new business opportunities
Requirements
To be successful in this role, you will need:
- A minimum of a Diploma in a relevant field (e.g., finance, accounting)
- Experience as a Financial Adviser/Planner
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
Benefits and Compensation
The successful candidate can expect a salary of £100,000+ OTE, plus benefits including:
- Fully remote working environment
- Full paraplanning support
- New business introductions and leads
- Business development team support
- Training academies and specialist workshops
- Market-leading software and administration systems
- Tailored exit and retirement strategies
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