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Financial Planner

2 months 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 skilled 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 clients, prioritizing their needs in an approachable manner.

Key Responsibilities:
  1. Anticipate and address client needs by taking the initiative to understand their financial goals and objectives.
  2. Run your own self-employed business within the RWM umbrella, with comprehensive support and training to establish and grow your client base.
  3. Evidence drive for personal and professional growth, acting independently and intuitively to deliver exceptional results.
What We Offer:
  1. A competitive financial support package tailored to your personal and business needs.
  2. Comprehensive support and training to establish and grow your own business, network, and client base.

About the Role: As a Financial Planner, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and objectives. You will work closely with our team to deliver exceptional results and grow your client base.

Requirements: To be successful in this role, you will need to have at least 2 years' relevant experience in Wealth Management, with a proven track record of delivering exceptional results. You will also need to be self-motivated, with a drive for personal and professional growth.