Financial Planning Expert

4 hours ago


Warrington, Warrington, United Kingdom CV-Library Full time

As a Financial Planning Expert, you will be responsible for providing holistic financial services to private clients. With an existing client bank of 200+ households, you will have a strong foundation to grow your career.

This role offers a competitive salary, with potential for high bonuses based on performance, resulting in a 6-figure+ income. You will also receive a comprehensive package, including ongoing development, training, and qualifications support.

The ideal candidate will be experienced in pension and investment advice, with a track record of providing top-notch service to clients. A dedicated area manager and national directors will provide guidance and support as you navigate this challenging yet rewarding role.

Award-winning companies like ours regularly feature in the financial press and are recognized for their excellence in the industry. In this position, you will play a key role in maintaining our reputation and helping us achieve our growth goals.



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