Financial Planner

1 day ago

South Yorkshire, United Kingdom Regional Recruitment Services Full time
Job Title: Financial Planner

Location: Fully Remote (office available if required)

Hours of Work: 09:00 - 17:00 approx.

Type: Permanent, self-employed

Job Summary:

We are seeking a highly experienced Financial Planner to join our team at Regional Recruitment Services. As a Financial Planner, you will be responsible for providing comprehensive and bespoke wealth management services to our clients. You will work independently, running your own business with the full support of our umbrella company.

Key Responsibilities:

  1. Anticipate and address client needs by taking the initiative to understand their financial goals and objectives.
  2. Develop and implement tailored financial plans to help clients achieve their financial aspirations.
  3. Evidence drive for personal and professional growth by continuously developing your skills and knowledge in the field of wealth management.

What We Offer:

  1. Comprehensive support and training to establish and grow your own business, network, and client base.
  2. A competitive financial support package tailored to your personal and business needs.

Requirements:

To be successful in this role, you will need to have at least 2 years' relevant experience in Wealth Management. You will be a self-motivated and driven individual with excellent communication and interpersonal skills. You will also have the ability to work independently and make decisions with minimal supervision.

How to Apply:

If you are a motivated and experienced Financial Planner looking for a new challenge, please contact Lewis on our Commercial team for more information.

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