Leading Financial Planner Vacancy
1 day ago
We are seeking an experienced Financial Adviser to join our team as a Senior Financial Adviser. As a key member of our team, you will be responsible for providing expert advice to clients on various aspects of finance, including financial planning, investments, and retirement planning. You will also be expected to manage an established client portfolio while cultivating new client relationships and business opportunities.
Main Accountabilities:
- Collaborating with the firm's senior leadership and wider team to achieve business goals.
- Creating and presenting high-quality financial plans and suitability reports.
- Ensuring compliance with the Firm's procedures and FCA regulatory standards.
Remuneration: Estimated £75,000 OTE per annum, plus a wide range of benefits including pension, life, and health insurance. We also offer hybrid working arrangements.
Key Requirements:
- Strong stakeholder management skills.
- Relevant industry qualifications/ experience (CII qualification Level 4 qualified - Essential).
- Previous experience within a similar role.
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