Leading Financial Planner

1 day ago


West Bromwich, Sandwell, United Kingdom Regional Recruitment Services Careers Full time

Regional Recruitment Services Careers is a respected name in the recruitment industry, offering a challenging and rewarding opportunity for experienced financial planners to join our advisory team in the UK. As a member of our team, you will be responsible for delivering high-quality advisory services to clients, providing expert advice and guidance on wealth management needs.

About the Role

The successful candidate will be responsible for working closely with clients to understand their objectives and develop tailored advice solutions. Key responsibilities will include:

  • Providing technical and investment advice to clients
  • Building strong, long-term relationships with clients
  • Communicating complex information in an easy-to-understand manner
  • Staying up-to-date on current market trends and regulatory changes
  • Clearly explaining product benefits and risks to clients
  • Conducting research and data analysis for client planning and special projects
  • Maintaining knowledge of relevant regulations and compliance procedures
  • Handling client matters with integrity and professionalism
What We Offer

We offer a competitive salary of £65,000 - £85,000 per annum, depending on experience. You will also have access to ongoing training and development opportunities, as well as a range of benefits, including health insurance and pension scheme.



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