Senior Financial Consultant

4 weeks ago


StokeonTrent, Stoke-on-Trent, United Kingdom Everpool Full time

Financial Planner Role

Everpool is seeking an experienced Financial Planner to join their successful and growing business on a remote basis. As a CII Chartered Firm located in the Midlands, they have been helping clients meet their life goals since 2001.

About the Role

The ideal candidate will have a proven track record in financial planning, with a strong understanding of the industry and its trends. They will be responsible for providing expert advice to clients, helping them to achieve their financial objectives.

Key Responsibilities

  1. Develop and implement financial plans for clients, taking into account their individual needs and goals.
  2. Provide ongoing support and guidance to clients, ensuring they are on track to meet their financial objectives.
  3. Stay up-to-date with industry developments and trends, ensuring the firm remains at the forefront of financial planning.

Requirements

To be successful in this role, you will need:

  • A strong background in financial planning, with a CII Chartered status.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • A proven track record of delivering high-quality financial plans and advice.

What We Offer

Everpool offers a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced Financial Planner looking for a new challenge, we would love to hear from you.



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