UK Wide Financial Planner Position

5 days ago


Manchester, United Kingdom Pinstripe Personnel Full time £100,000

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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