Financial Planning Expert

2 days ago


Croydon, Greater London, United Kingdom Placing Faces Full time
Job Summary
Fulfilling a challenging role as a Financial Planner, you will be responsible for providing expert advice on investment, pension and protection solutions to clients. Your success will depend on your ability to work under pressure, meet deadlines and provide excellent customer service.

About Us
We are an independent financial advice and wealth planning company based in the South of England. Our team is made up of friendly and social individuals who value teamwork and motivation. As a Financial Planner, you will have the opportunity to bring your own business to the table and work with a client list provided by us.

Key Responsibilities
- Provide expert knowledge and advice on investment, pension and protection solutions to clients
- Work closely with our team to achieve targets and deadlines
- Develop and maintain strong relationships with clients

Requirements
- Level 4 diploma qualified or equivalent as a minimum
- Must have CAS certification
- Minimum 2 years' experience as a Financial Planner

What We Offer
- Competitive salary range of £60-65k + 25% bonus after validation
- Flexibility to work from home or in our office location in Croydon
- Supportive team environment with no micromanagement

Contact Information
Please submit your application if you meet the minimum requirements.

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