Wealth Management Specialist
5 days ago
We are excited to offer a remote Financial Planners position at Pinstripe Personnel, working with a highly respected Wealth Planning firm. This is a unique chance to make a real difference in people's lives while enjoying the flexibility of remote work.
The ideal candidate will be a seasoned Financial Planner with a strong track record of delivering exceptional results and building long-term relationships with clients.
Responsibilities
- Financial Planning: Develop and implement comprehensive financial plans that cater to clients' diverse needs and goals
- Client Relationships: Foster strong, trusting relationships with clients through excellent communication and regular updates
- Team Collaboration: Work closely with the Paraplanning team to ensure seamless execution of financial plans
About the Firm
This award-winning Wealth Planning firm has an impressive reputation for excellence and innovation. They prioritize client satisfaction and employee well-being, creating a dynamic and inclusive work environment.
What You'll Get
- An attractive salary package of £100,000+ based on your skills and experience
- Opportunities to grow professionally and personally within a supportive and progressive organization
- The flexibility to work from anywhere, allowing you to maintain a healthy work-life balance
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