Senior Financial Services Consultant

1 week ago


Nantwich, Cheshire East, United Kingdom Citrus Elite Recruitment Ltd Full time

Financial Planner Role Overview

Job Summary:

We are seeking a highly skilled and experienced Financial Planner to join our client's team in Nantwich. The successful candidate will be responsible for providing expert financial advice to existing clients, building their client bank, and working with a range of financial products.

Key Responsibilities:

  • Offering regulated financial advice to clients on pensions, retirement planning, inheritance tax, and investment optimization.
  • Working with various financial products, including pensions, trusts, and investment wrappers.
  • Developing tax-efficient cash flow strategies for clients.
Requirements:

To be successful in this role, you will need:

  • A Level 4 qualified Diploma in Financial Planning or Regulated Financial Planning.
  • Detailed knowledge of Inheritance Tax Planning and Defined Contribution pensions.
  • Excellent communication skills and ability to engage with a wide range of audiences.
Benefits:

This hybrid role offers a unique blend of in-person and remote work, allowing for a healthy work-life balance. You will have access to regular qualified leads, a client bank, and ongoing training and support.

The estimated salary for this role is £35,000 - £45,000 per annum, depending on experience. If you are a motivated and experienced Financial Planner looking for a new challenge, please apply.



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