Strategic Financial Planner
1 month ago
Key Responsibilities:
- To provide high-quality, whole-of-market focused financial planning advice to clients.
- To maintain accurate records of client interactions and meetings.
- To stay up-to-date with industry developments and changes in regulations.
Requirements:
- Pension transfer experience.
- Strong research, analysis, and interpretation skills.
- Experience of providing advice via telephone.
Benefits:
- Competitive salary: £50,000 - £60,000 per annum.
- Private Medical Insurance.
- Life Assurance (4x salary).
- Pension 6% Employer, 3% Employee.
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