Financial Planning Specialist

3 days ago


Nottingham, Nottingham, United Kingdom Lime Search & Select Ltd Full time

We are a fully independent Financial Advisory firm providing sound financial planning and advice to businesses and individuals across the UK.

About the Role

The ideal candidate will have strong technical knowledge and experience in pension transfer qualifications, with the ability to prepare defined benefit pension advice. You will also be comfortable working in a wide range of financial planning areas.

A great salary is offered for this role, as well as hybrid working options.

Job Description
  1. Working collaboratively with our paraplanners to give advice to clients to help them best achieve their goals.
  2. Presenting financial plans with our advice and suitability reports for regulated recommendations.
  3. Meeting prospective clients to assess the advice they need and propose how we can best help them.


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