Financial Planning Specialist

3 days ago


Braintree, Essex, United Kingdom enable recruitment | B Corp™ Full time

Financial Planning Specialist Opportunity

We are thrilled to have partnered with an award-winning independent financial advice firm seeking an experienced Financial Planning Specialist to join their Advice team. Our client has built itself a brilliant reputation within the industry, and takes pride in providing bespoke financial planning and wealth management expertise to their clients across the UK.

Your Key Responsibilities:

  • Provide expert financial advice to a book of existing clients based across the area via phone calls, online meetings, and in-person meetings
  • Work closely with clients, providing advice across a wide range of cases, including pensions, investments, and retirement planning
  • Liaise with the Paraplanning & Administration teams to deliver positive client outcomes
  • Ensure adherence to FCA requirements and Compliance Policies

What You Need to Succeed:

  • Level 4 qualification as a minimum, Level 6 desirable
  • 3+ years of financial advice experience, with a strong background in retirement planning, investments, and pensions
  • The ability to form positive relationships with clients

What's in It for You?

  • A basic salary of up to £100,000, dependent on experience and qualifications
  • Bonus scheme
  • Active client bank ready to service
  • Social opportunities throughout the year
  • Exam funding and support
  • Progression opportunities
  • Generous annual leave allowance


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