Financial Planning Specialist
3 days ago
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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