Financial Planner Specialist

21 hours ago


Chorley, Lancashire, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Title: Financial Planner Specialist

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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