Financial Planner Opportunity
1 week ago
Financial Planning Opportunity
**About the Role**
We are seeking an experienced Level 4 Financial Planner to join our team at Exchange Street Claims ltd. As a Financial Advisor, you will work from home, servicing a book of existing clients in the Cannock/Wolverhampton/Birmingham, Nottingham/Derby, Bristol/Bath, and Northern Home Counties areas.
**Key Responsibilities**
* Retain and grow existing client relationships
* Conduct face-to-face meetings and telephone/video appointments
* Provide financial planning services to clients
**Benefits**
* 8% non-contributory pension
* 2 x Death in Service
* PMI
* 20 days holiday plus between Christmas and New Year
**Requirements**
* Level 4 Financial Planner qualification
* Experience working from home
* Ability to work in one of the specified areas
**What We Offer**
* A competitive salary and bonus scheme
* A range of benefits, including a pension and health insurance
**If You're Interested**
Please submit your application, including your CV and a cover letter, to [insert contact information]. We look forward to hearing from you.
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