Financial Planning Specialist

2 days ago


Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full time
Job Summary

Are you a skilled Financial Adviser looking to take your career to the next level? We are seeking an experienced professional to join our team as a Financial Planning Specialist. This is a fantastic opportunity to work with a fully independent firm, providing excellent service and new business opportunities.

As a Financial Planning Specialist, you will be responsible for inheriting client bank and providing ongoing financial planning. You will also be supported by a great team of Paraplanners and Administrators. Our clients' bank is spread across Wolverhampton, Bridgnorth, and Birmingham.

Requirements:
• Current Financial Adviser with quality client service experience.
• 4+ years financial planning experience.
• Fully Diploma qualified in financial planning.

We offer a competitive salary of around £55,000 plus bonuses, along with a comprehensive benefits package including 3% & 5% pension contribution, 4x DIS, 23 days holiday plus bank holidays and birthday off. This is a hybrid role that offers excellent mentoring support.

This is an exciting opportunity to join a rapidly growing independent financial advice group with significant growth since 2011. We acquire smaller IFA's and develop accountancy connections, offering a dynamic and supportive environment for professionals like yourself.

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