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Financial Planning Expert
2 months ago
As a Financial Planner with Skybound Wealth Management, you will be working closely with the Director of our UK business. In a face-to-face capacity, you will be advising clients across the UK on medium to longer-term financial objectives. Your responsibilities will include offering advice on areas such as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.
We are seeking a proven track record of success within an Advisory / Relationship Management capacity, within a financial services organization such as a bank, brokerage, or IFA. You will have at least 1 year of experience as a Financial Planner and a self-employed split of business or a competitive basic salary + bonus scheme.
Our benefits include:
- 25 days holiday + bank holidays
- Flexible working hours and the option to work from home/ remotely
- In-depth training in Repatriation and clients returning with offshore solutions
We are committed to providing our clients with expert financial advice and guidance. If you are a motivated and experienced Financial Planner looking for a new challenge, we would like to hear from you.
