Senior Financial Planning Specialist

1 month ago


Fareham, Hampshire, United Kingdom Pinstripe Personnel Full time

Pinstripe Personnel, a renowned recruitment agency, is seeking an accomplished Senior Financial Planning Specialist to join their team. This highly sought-after role offers a competitive salary, which we estimate to be in the range of £60,000 - £80,000 per annum, depending on experience.

The ideal candidate will have a minimum of Diploma level education and extensive experience as a financial adviser or planner. A background in mortgage advice with plans to move into wealth planning and completion of DipFA exams would be highly beneficial.

This is a fantastic opportunity for a motivated professional to take their career to the next level within a prestigious firm that prioritizes high-quality service delivery. As a Senior Financial Planning Specialist, you will play a pivotal role in providing expert financial guidance to clients, helping them achieve their long-term goals.

The company is open to flexible working arrangements, including hybrid or office-based options, making this an attractive proposition for those seeking a better work-life balance.

In return for your expertise and dedication, you can expect a negotiable compensation package that reflects your value to the organization.



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