Financial Planner Specialist
21 hours ago
We are a well-established, independent wealth management firm based in the UK. Our mission is to provide exceptional financial planning services to our clients.
Key Responsibilities:
- Develop and maintain strong relationships with existing clients to provide ongoing financial guidance and advice.
- Work closely with our team to identify opportunities for growth and development within our client base.
- Contribute to the development and implementation of business strategies to achieve revenue growth and meet client needs.
About Us:
We are proud to be a Certified B Corp™ company, committed to making a positive impact on our community and environment. We believe that financial planning should be accessible to everyone, allowing people to live their authentic lifestyles without financial worries.
Benefits:
- Ongoing salary £50,000 - £75,000 (including client retention bonus)
- 25 days holiday per year
- Private health insurance
- Discretionary incentive scheme
- Employee ownership
Requirements:
- Level 4 Diploma in Regulated Financial Planning
- Regulated financial advice experience, CAS/SPS
Estimated Salary Range: £50,000 - £75,000 per annum.
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