Financial Planning Expert
3 days ago
We are seeking a highly experienced Financial Planning Expert to join our team on a part-time basis. As a key member of our financial planning practice, you will play a vital role in providing expert advice to our clients.
About the RoleThis is an excellent opportunity for someone who wants to use their skills and experience to make a real difference in people's lives. You will work closely with our existing client base, servicing and developing long-term relationships.
Key Responsibilities- Servicing an existing mature book of business
- Developing and implementing financial plans tailored to individual client needs
- Working collaboratively with our experienced back-office support team
As a valued member of our team, you will enjoy a range of benefits including:
- A competitive salary of £40,000 - £60,000 per annum, based on experience
- A transparent bonus structure, tied to Key Performance Indicators (KPIs)
- A comprehensive package of employee benefits, including pension and 25 days' holiday + Bank Holidays
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Financial Planning Expert
3 days ago
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Financial Planning Specialist
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Financial Planning Expert
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Financial Planning Expert
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