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Financial Career Advisor

4 weeks ago

Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full time
Job Opportunity

We are seeking an experienced Financial Planner to join our award-winning Wealth Planning firm. This is a remote position, offering full Paraplanning support, new business introductions, and access to a Business Development Team.

The ideal candidate will have a Diploma in Financial Services and extensive experience as a Financial Adviser/Planner. You will be responsible for providing exceptional wealth planning services to clients, leveraging our market-leading software and business administration systems.

This role presents an outstanding opportunity for a driven and ambitious individual looking to take their career to the next level. With our comprehensive training academies and specialist workshops, you will have the chance to develop your skills and expertise further.

Key Responsibilities:

  • Provide expert wealth planning advice to clients
  • Leverage technology to streamline processes and improve client outcomes
  • Collaborate with the Business Development Team to drive new business growth

Required Qualifications:

  • Diploma in Financial Services
  • Minimum 2 years of experience as a Financial Adviser/Planner

Estimated Salary: £100,000+

Location: Remote - UK wide