Financial Planning Expert

3 weeks ago


Nottingham, Nottingham, United Kingdom mbf Full time
Job Description

Our client, an International Wealth & Investment Management organisation, is seeking an experienced Financial Planner to join their team in Nottingham.

This role involves managing an existing portfolio of HNW clients, providing continuous support and advice, while actively seeking opportunities to expand it through business development initiatives and networking.

The successful candidate will have a minimum Level 4 qualification, ideally already achieved the CII Level 6 Advanced Diploma or equivalent, and prior experience as a Financial Planner, with a minimum of 3 years but ideally 5+ years.

The salary for this position is around £65,000 to £75,000 per annum, plus excellent benefits including generous Pension contribution, DIS, Income Protection, PMI, share options, Electric Vehicle Scheme, and many others.

Key Responsibilities:

  • Manage and develop relationships with a portfolio of HNW clients.
  • Engage in business development to attract new clients.
  • Deliver comprehensive financial planning solutions.
  • Maintain compliance with regulatory requirements.


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