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Financial Planning Specialist

2 months ago

Doncaster, United Kingdom Premier Jobs UK Limited Full time
About the Role

This is an exciting opportunity to join a growing IFA firm as a Financial Adviser in Doncaster. The company is led by highly respected names within the financial services industry and is focused on creating an inclusive culture with goal-based financial planning for clients.

Key Responsibilities
  • Deliver high-quality client service and provide financial planning advice to clients.
  • Inherit a client bank and take over the ongoing financial planning servicing.
  • Work closely with a 2:1 ratio of back office support, including Paraplanners and Administrators, to ensure seamless client service.
  • Utilize home working with majority of advice provided via video or telephone, with occasional face-to-face client meetings.
Requirements
  • Current Financial Adviser with experience of delivering quality client service.
  • 3+ years financial planning experience.
  • Fully Diploma qualified in financial planning.
  • Enthusiastic for the profession, forward-thinking, and committed to doing the right thing for clients and colleagues.
About the Company

Premier Jobs UK Limited is a leading recruitment agency specializing in financial services. We are passionate about matching talented professionals with exciting career opportunities.

Benefits
  • Salary up to £60,000 depending on experience with an uncapped OTE.
  • Uncapped bonuses.
  • Company benefits including pension, life assurance, group income protection, health cash plans, and salary exchanges.
  • Excellent ongoing employee well-being programs.